Sales Performance

Sales performance dashboard

Go to Analytics → Sales Performance.

This section answers:

• How many deals did each rep close?
• What is each rep’s conversion rate?
• How does revenue break down by source?

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Revenue tracking

The Revenue Summary shows:

• Total deals closed in the period
• Deals closed by source (Google Ads, Meta Ads, organic)
• Month-over-month closed count trend

Note

Convertly tracks deal count (number of Closed Won leads) rather than deal value by default. A deal value field is on the product roadmap. For revenue in dollars, you can use deal count combined with average deal value from your own records.

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Rep performance table

Column	Description
Rep name	Team member
Leads assigned	Total leads assigned in the period
Leads contacted	Leads the rep moved past “New”
Follow-ups completed	Follow-ups marked done
Closed Won	Deals closed by this rep
Conversion rate	Closed Won ÷ Assigned
Avg. time to close	Average days from assignment to Closed Won

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Identifying top performers

Use the rep performance table to:

• See which reps have the highest close rates
• Identify reps with low follow-up completion (leading to stale pipelines)
• Compare average time to close across team members

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Pipeline velocity

The Pipeline Velocity metric estimates how quickly leads move through your pipeline:

Velocity = (Deals Won × Average Deal Value) ÷ Average Time in Pipeline (days)

Since deal value is not yet tracked, velocity is currently expressed as deals per day — helping you understand how fast your pipeline turns over.

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Attribution and revenue correlation

The Revenue by Source breakdown shows which attribution channels produced Closed Won leads. Combined with cost-per-click data from your ad platforms, you can calculate:

CPA (Cost Per Acquisition) = Ad Spend ÷ Closed Won leads from that source

This is the core outcome of Convertly’s closed-loop attribution system.