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# Quarter Month Sale Date Rep Name Territory /
Region
Account Name City State Account
Type
Point Start Date Age Cancel Date
if applicable
1 Q1'14 Jan 01/12/14 Rep Name 1 Northeast ABC Company New York NY Full 1.0 02/01/14 15 02/25/14
2 Q2'14 Feb 02/13/14 Rep Name 2 West CC Industries San Jose CA Half 0.5 05/25/14 72
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Sale Detail Table
1. Be consistent with rep name. The monthly performance tab pulls
data from this table
2. The Age column calculates date between sale date and start date
3. if you need to add more columns make sure that you remove filter
from header and then apply back the filter so the entire table is
selected when you want to sort or filter
Monthly Performance
1. To see entire table, click on the grouping ( + sign at the top)
2. Make sure you write rep name same way as the Sale Detail Table
3. Must fill quota for each quarter
4. Ranking is automatic based on YTD % to Plan performance.
Qurterly Tracker
1. Allows you to see performance across time
2. Based on Rep's start date you can evaluate the team's
performance as a whole
Delete this text box
# Quarter Month Sale Date Rep Name Territory /
Region
Account Name City State Account
Type
Point Start Date Age Cancel Date
if applicable
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This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/sales-rep-performance-tracker-596
# Quarter Month Sale Date Rep Name Territory /
Region
Account Name City State Account
Type
Point Start Date Age Cancel Date
if applicable
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This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/sales-rep-performance-tracker-596
2/20/2014 12:19
Your Company Name
Monthly Performance Tracker
No. of accounts closed per Rep
2014
Rank Rep Start Date
YTD
Total
YTD % /
Plan
Jan Feb Mar Q1 Total
Q1
Quota
% to Plan Q2 Total
Q2
Quota
% to Plan
1 Rep Name 1 12/12/13 1.0 0% 1.0 0.0 0.0 1.0 0% 0.0 0%
1 Rep Name 2 01/20/14 0.5 0% 0.0 0.5 0.0 0.5 0% 0.0 0%
1 Rep Name 3 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0%
1 Rep Name 4 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0%
1 Rep Name 5 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0%
1 Rep Name 6 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0%
1 Rep Name 7 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0%
1 Rep Name 8 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0%
1 Rep Name 9 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0%
1 Rep Name 10 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0%
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/sales-rep-performance-tracker-596
2/20/2014 12:19
Your Company Name
Monthly Performance Tracker
No. of accounts closed per Rep
2014
Rank Rep Start Date
YTD
Total
1 Rep Name 1 12/12/13 1.0
1 Rep Name 2 01/20/14 0.5
1 Rep Name 3 0.0
1 Rep Name 4 0.0
1 Rep Name 5 0.0
1 Rep Name 6 0.0
1 Rep Name 7 0.0
1 Rep Name 8 0.0
1 Rep Name 9 0.0
1 Rep Name 10 0.0
Q3 Total
Q3
Quota
% to Plan Q4 Total
Q4
Quota
% to Plan
0.0 0% 0.0 0%
0.0 0% 0.0 0%
0.0 0% 0.0 0%
0.0 0% 0.0 0%
0.0 0% 0.0 0%
0.0 0% 0.0 0%
0.0 0% 0.0 0%
0.0 0% 0.0 0%
0.0 0% 0.0 0%
0.0 0% 0.0 0%
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/sales-rep-performance-tracker-596
Your Company Name
Net New Accounts per Rep Tracker
Start Rep 2014 Q1 2014 Q2 2014 Q3 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 Aggregate Avg
01/01/14 Rep Name 1 0.0
01/01/14 Rep Name 2 0.0
02/01/14 Rep Name 3 0.0
01/01/14 Rep Name 4 0.0
05/01/14 Rep Name 5 0.0
05/01/14 Rep Name 6 0.0
06/30/14 Rep Name 7 0.0
01/01/14 Rep Name 8 0.0
01/01/14 Rep Name 9 0.0
01/01/14 Rep Name 10 0.0
Goal/Plan 0.0
Total 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
% to Plan #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Start Rep 2014 Q1 2014 Q2 2014 Q3 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 Aggregate Avg
01/01/14 Rep Name 1 0.0
01/01/14 Rep Name 2 0.0
02/01/14 Rep Name 3 0.0
01/01/14 Rep Name 4 0.0
05/01/14 Rep Name 5 0.0
05/01/14 Rep Name 6 0.0
06/30/14 Rep Name 7 0.0
01/01/14 Rep Name 8 0.0
01/01/14 Rep Name 9 0.0
01/01/14 Rep Name 10 0.0
Total Cancel 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Start Rep 2014 Q1 2014 Q2 2014 Q3 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 Aggregate Avg
01/01/14 Rep Name 1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
01/01/14 Rep Name 2 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
02/01/14 Rep Name 3 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
01/01/14 Rep Name 4 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
05/01/14 Rep Name 5 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
05/01/14 Rep Name 6 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
06/30/14 Rep Name 7 0.0 0.0 0.0 0.0 0.0 0.0 0.0
01/01/14 Rep Name 8 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
01/01/14 Rep Name 9 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
01/01/14 Rep Name 10 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Total Net Add 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
All New 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Cancels 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Net Adds 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
New Accts
Cancel
Net Adds
2014 2015
2014 2015
2014 2015
This document is a partial preview. Full document download can be found on Flevy:
http://flevy.com/browse/document/sales-rep-performance-tracker-596
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Sales Rep Performance Tracker

  • 1. # Quarter Month Sale Date Rep Name Territory / Region Account Name City State Account Type Point Start Date Age Cancel Date if applicable 1 Q1'14 Jan 01/12/14 Rep Name 1 Northeast ABC Company New York NY Full 1.0 02/01/14 15 02/25/14 2 Q2'14 Feb 02/13/14 Rep Name 2 West CC Industries San Jose CA Half 0.5 05/25/14 72 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34 35 36 37 38 Sale Detail Table 1. Be consistent with rep name. The monthly performance tab pulls data from this table 2. The Age column calculates date between sale date and start date 3. if you need to add more columns make sure that you remove filter from header and then apply back the filter so the entire table is selected when you want to sort or filter Monthly Performance 1. To see entire table, click on the grouping ( + sign at the top) 2. Make sure you write rep name same way as the Sale Detail Table 3. Must fill quota for each quarter 4. Ranking is automatic based on YTD % to Plan performance. Qurterly Tracker 1. Allows you to see performance across time 2. Based on Rep's start date you can evaluate the team's performance as a whole Delete this text box
  • 2. # Quarter Month Sale Date Rep Name Territory / Region Account Name City State Account Type Point Start Date Age Cancel Date if applicable 39 40 41 42 43 44 45 46 47 48 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 68 69 70 71 72 73 74 75 76 This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/sales-rep-performance-tracker-596
  • 3. # Quarter Month Sale Date Rep Name Territory / Region Account Name City State Account Type Point Start Date Age Cancel Date if applicable 77 78 79 80 81 82 83 84 85 86 87 88 89 90 91 92 93 94 95 96 97 98 99 100 This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/sales-rep-performance-tracker-596
  • 4. 2/20/2014 12:19 Your Company Name Monthly Performance Tracker No. of accounts closed per Rep 2014 Rank Rep Start Date YTD Total YTD % / Plan Jan Feb Mar Q1 Total Q1 Quota % to Plan Q2 Total Q2 Quota % to Plan 1 Rep Name 1 12/12/13 1.0 0% 1.0 0.0 0.0 1.0 0% 0.0 0% 1 Rep Name 2 01/20/14 0.5 0% 0.0 0.5 0.0 0.5 0% 0.0 0% 1 Rep Name 3 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0% 1 Rep Name 4 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0% 1 Rep Name 5 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0% 1 Rep Name 6 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0% 1 Rep Name 7 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0% 1 Rep Name 8 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0% 1 Rep Name 9 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0% 1 Rep Name 10 0.0 0% 0.0 0.0 0.0 0.0 0% 0.0 0% This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/sales-rep-performance-tracker-596
  • 5. 2/20/2014 12:19 Your Company Name Monthly Performance Tracker No. of accounts closed per Rep 2014 Rank Rep Start Date YTD Total 1 Rep Name 1 12/12/13 1.0 1 Rep Name 2 01/20/14 0.5 1 Rep Name 3 0.0 1 Rep Name 4 0.0 1 Rep Name 5 0.0 1 Rep Name 6 0.0 1 Rep Name 7 0.0 1 Rep Name 8 0.0 1 Rep Name 9 0.0 1 Rep Name 10 0.0 Q3 Total Q3 Quota % to Plan Q4 Total Q4 Quota % to Plan 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% 0.0 0% This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/sales-rep-performance-tracker-596
  • 6. Your Company Name Net New Accounts per Rep Tracker Start Rep 2014 Q1 2014 Q2 2014 Q3 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 Aggregate Avg 01/01/14 Rep Name 1 0.0 01/01/14 Rep Name 2 0.0 02/01/14 Rep Name 3 0.0 01/01/14 Rep Name 4 0.0 05/01/14 Rep Name 5 0.0 05/01/14 Rep Name 6 0.0 06/30/14 Rep Name 7 0.0 01/01/14 Rep Name 8 0.0 01/01/14 Rep Name 9 0.0 01/01/14 Rep Name 10 0.0 Goal/Plan 0.0 Total 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 % to Plan #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! Start Rep 2014 Q1 2014 Q2 2014 Q3 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 Aggregate Avg 01/01/14 Rep Name 1 0.0 01/01/14 Rep Name 2 0.0 02/01/14 Rep Name 3 0.0 01/01/14 Rep Name 4 0.0 05/01/14 Rep Name 5 0.0 05/01/14 Rep Name 6 0.0 06/30/14 Rep Name 7 0.0 01/01/14 Rep Name 8 0.0 01/01/14 Rep Name 9 0.0 01/01/14 Rep Name 10 0.0 Total Cancel 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Start Rep 2014 Q1 2014 Q2 2014 Q3 2014 Q4 2015 Q1 2015 Q2 2015 Q3 2015 Q4 Aggregate Avg 01/01/14 Rep Name 1 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 01/01/14 Rep Name 2 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 02/01/14 Rep Name 3 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 01/01/14 Rep Name 4 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 05/01/14 Rep Name 5 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 05/01/14 Rep Name 6 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 06/30/14 Rep Name 7 0.0 0.0 0.0 0.0 0.0 0.0 0.0 01/01/14 Rep Name 8 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 01/01/14 Rep Name 9 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 01/01/14 Rep Name 10 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Total Net Add 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 All New 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Cancels 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 Net Adds 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 New Accts Cancel Net Adds 2014 2015 2014 2015 2014 2015 This document is a partial preview. Full document download can be found on Flevy: http://flevy.com/browse/document/sales-rep-performance-tracker-596
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