Revenue per Sales Rep


Revenue per Sales Rep

It can be helpful to see the total value of sales revenue each member of your team is working on or responsible for. This chart will show you the total value of sales in your sales funnel distributed by sales rep or team member.

We recommend using a numerical custom field to track the sales value of each Card as we can easily sum the value of this field. See Sales Teams Recommendations.

To get started, create a Bar Chart for closed Cards.

  • Select only your Won List as your completed List as revenue is only generated from leads you closed.
  • At the "Data Breakdown" stage you would select to group by "Member".
  • At the "Totals" stage, select Sales Value to generate a sum the custom field.

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