Sales Cycle Length - By Sales Rep


Similar to a Sales Cycle Length chart, this will show you how long it takes Cards to move through your sales funnel, only broken down by Sales Rep or team member. This can help you evaluate how long it takes each team member to complete cards assigned to them.

This chart assumes you are using List(s) to identify the stages of your sales funnel. See Sales Teams Recommendations.

To get started, create a Time to Complete Chart.

  • At the "Data Breakdown" stage, select "Member" as your grouping option.
  • Your "1st In Progress List" will be the very first List where your Cards are created to ensure we are tracking the total time to complete.
  • Your "Done List" will be the final List your Cards end up in once the lead is closed.

Once completed you can set the display time frame by opening the calendar window from the bottom right-hand corner of the tile.

  • You can use the pre-set time frames from the right hand side, or you can set your own custom time frame by using the calendar to set your start and end dates.

More like this

Everything copyright © Cherry Wood Software ltd.
All rights reserved.