Lead tracking by sales representative and closing rate

Currently, there is no visibility into how many leads each sales representative receives or what their individual closing rate is. This makes it difficult to evaluate the sales team’s performance and make data-driven decisions.

What is needed:

• Lead counter per sales rep: track how many leads have been assigned to each sales rep over a given period.

• Closing rate per sales rep: percentage of leads converted to customers out of the total received.

• Summary view: dashboard or report comparing performance across sales reps.

Expected benefit: Identify who needs support, who has the best conversion rate, and adjust lead distribution more strategically.