Understanding how individual team members are performing is key to knowing where your sales efforts are succeeding. The Opportunities section gives you a clear breakdown of the opportunities each user is managing, including how well they're converting leads into closed sales. Use these metrics to spot trends, recognise strengths, and identify where extra support or attention might be needed.
Head to the Reporting section of your account, then click the Agent Report tab. The Opportunities panel will be displayed prominently, giving you access to the key metrics.
Filters
Use the filters in the upper panel to view data for specific users, compare performance across different time periods, and benchmark multiple users against each other.
For detailed guidance on using these filters, refer to the overview of the Agent Reporting tab.
Key Metrics
Total Leads
This is the total number of leads assigned to the selected user, giving you a sense of their overall workload and responsibility for managing potential clients or customers.
Open Leads
Open leads are the opportunities that haven't yet converted. These still need follow-up and engagement to move them through the sales process towards a close.
Won Leads
Won leads are the opportunities the user has successfully taken through to a completed sale. This metric reflects how effectively they're driving revenue.
Abandoned Leads
Abandoned leads are opportunities that weren't seen through to completion, often due to disengagement or external factors. Reviewing this figure can help you spot gaps in the process or candidates for re-engagement.
Lost Leads
Lost leads are opportunities that didn't convert into sales. This data can highlight potential challenges or areas where additional training or support might help.
Taken together, these metrics give you a well-rounded picture of each team member's strengths and where there's room for growth.