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Use the search fields to tailor your ‘stoplight’. You can filter the results by either all reps, or by viewing a specific rep, as well as entering a date range. There are also search fields for Red Light Threshold, and Yellow Light Threshold, which are both percentages you can enter to change your ‘stoplight’ criteria.

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, 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.