Sales rep performance

This template contains a model for drilling into individual sales rep performance and a variety of visualizations for comparing sales reps against each other.

Each record in the model represents an individual member of the sales team, enriched with data about their pipeline, bookings, losses, and win percentages.

Charts

Days to close by rep

The length of time it takes for a sales rep to close a deal. Shorter sales cycles indicate that a sales rep is efficiently moving prospects through the sales process and closing deals more quickly.

Average days open by rep

The average number of days that a sales opportunity remains open in a sales representative's pipeline before it is either won or lost. This metric is used to evaluate the efficiency and effectiveness of individual sales representatives in managing their sales opportunities and closing deals.

Number of won vs lost opportunities by rep

The number of won opportunities indicates the number of deals that a sales rep has successfully closed. The number of lost opportunities indicates the number of deals that a sales rep was not able to close.

Total $ won vs lost opportunities by rep

Total dollar value of sales opportunities won and lost by individual sales reps.

Pivots

By city

Owner City	Sum of Total Number Bookings	Sum of Total Number Lost	Sum of Total Number Pipeline	Average of Total Bookings Amount	Average of Total Lost Amount	Average of Total Pipeline Amount
Scranton	5,233	4,320	1	1	1	1
Albany	9,532	10,034	1	1	1	1
Nashua	102	3,204	1	1	1	1

Model columns

Column	Description
owner_id	Id of the owner of this opportunity
sf_avg_bookings_amount	The average opportunity amount, if status is won.
avg_days_open	The average days since created across opportunities in the pipeline.
avg_days_to_close	The average days to close across opportunities in that have been won.
avg_pipeline_opp_amount	The average opportunity amount, if status is pipeline.
b_manager_id	Manager ID of the booking_by_owner CTE. Helper field.
b_owner_id	Owner ID of the booking_by_owner CTE. Helper field.
bookings_amount_closed_this_month	The opportunity amount, if closed this month and status is won.
bookings_amount_closed_this_quarter	The opportunity amount, if closed this quarter and status is won.
bookings_count_closed_this_month	The opportunity count, if closed this month and status is won.
bookings_count_closed_this_quarter	The opportunity count, if closed this quarter and status is won.
l_manager_id	Manager ID of the lost_by_owner CTE. Helper field.
l_owner_id	Owner ID of the lost_by_owner CTE. Helper field.
largest_booking	The largest amount associated with a single opportunity.
largest_deal_in_pipeline	The largest amount associated with a single opportunity in the current pipeline.
lost_amount_this_month	The opportunity amount, if closed this month and status is lost.
lost_amount_this_quarter	The opportunity amount, if closed this quarter and status is lost.
lost_count_this_month	The opportunity count, if closed this month and status is lost.
lost_count_this_quarter	The opportunity count, if closed this quarter and status is lost.
manager_id	Manager ID associated with opportunities.
owner_city	The city associated with the owner.
owner_name	The first and last name of the owner.
owner_state	The state associated with the owner.
p_manager_id	Manager ID of the pipeline_by_owner CTE. Helper field.
p_owner_id	Owner ID of the pipeline_by_owner CTE. Helper field.
pipeline_count_created_this_month	The opportunity count, if closed this month and status is pipeline.
pipeline_count_created_this_quarter	The opportunity count, if closed this quarter and status is pipeline.
pipeline_created_amount_this_month	The opportunity amount, if closed this month and status is pipeline.
pipeline_created_amount_this_quarter	The opportunity amount, if closed this quarter and status is pipeline.
pipeline_created_forecast_amount_this_month	The opportunity amount multiplied by the forecast percentage, if closed this month and status is pipeline.
pipeline_created_forecast_amount_this_quarter	The opportunity amount multiplied by the forecast percentage, if closed this quarter and status is pipeline.
total_bookings_amount	The opportunity amount, if status is won.
total_lost_amount	The opportunity amount, if status is lost.
total_number_bookings	The opportunity count, if status is won.
total_number_lost	The opportunity count, if status is lost.
total_number_pipeline	The opportunity count, if status is pipeline.
total_pipeline_amount	The opportunity amount, if status is pipeline.
total_pipeline_forecast_amount	The opportunity amount multiplied by the forecast percentage, if status is pipeline.
total_win_percent	The booking amount closed, divided by the sum of the booking amount and the lost amount..
win_percent_this_month	The booking amount closed this month, divided by the sum of the booking amount closed this month and the lost amount this month.
win_percent_this_quarter	The booking amount closed this quarter, divided by the sum of the booking amount closed this quarter and the lost amount this quarter.