Sales rep performance reports
It would be nice to be able to create a report for Sales reps that showed certain performance metrics such as YTD Revenue, Total number of sales, Leads run, close rate, Average revenue, Gross profit, ect..
As of now I have to create a bunch of different reports for each them put them all together and figure it out. Or create a report that shows everyone, then filter it down each time.
Also, when I create such a report for a rep, it would be nice if I could duplicate that report for another rep. I create reports for each rep we have and I have to start from scratch each time I add someone, instead of duplicating a report then changing the rep.
Russell Mullin
shared this idea
We are working on some advanced reporting options in JobNimbus and would like to gather your needs on business reporting.
If you’re interested in providing feedback on this, please schedule time here: https://meetings.hubspot.com/adam-keys/advanced-reporting-needs
Additionally, you can email me the business metrics you are most interested in.
Thank you,
Keys