Sales Rep Stoplight Performance
The report will show you how well your reps are doing at closing sales. It shows your reps and the number of activities they have made and the number of sales over a period of time. You can adjust the thresholds based on your expectations to know how many meetings and calls it takes to get a sale.
To access this report, you need the User Permission 'Stoplight Performance Report'.
To view information for all users, not just your own data, you also need the sub-permission 'View All Users'.
When the report is run, you will see a table displaying activity and sale data for each rep, within the time frame searched. The table will show each rep’s completed cold and opportunity meetings, and their meeting closing % ratio. You will also see their completed calls and opportunity calls, their call closing % ratio, total number of sales and value of sales, as well as their average sale amount.
The Meeting Closing % and Call Closing % Ratios will show up in red, yellow, or green, depending on which stoplight group they fall under. If their closing % is less than the red-light threshold set, then the ratio will show up highlighted in red. If it falls somewhere between the red and yellow thresholds, it will show up in yellow, and if the closing % is higher than the yellow light threshold, it will show up highlighted in green.
Clicking on the sales rep’s name will re-direct you to the Sales Rep Activity Report, where you can view their calls, meetings, and other activities in more detail.
Updated 3/28/2025