Overview
The Key Performance Indicator Report in SalesExec gives administrators and managers a high-level summary of critical sales and activity metrics. Rather than focusing on raw counts alone, this report highlights performance benchmarks like contact rate, conversion rate, lead velocity, and other indicators that matter most to sales efficiency and pipeline health. Use it to evaluate overall team effectiveness and monitor whether key targets are being met over time.
Key Functionality
Contact Rate Metrics
Shows the percentage of leads that have been successfully contacted compared to the total number distributed.Conversion Metrics
Displays the percentage of contacted leads that have moved to a closed or conversion status.Lead Velocity Tracking
Measures how quickly leads progress through your pipeline, offering insight into sales responsiveness.Lead Distribution Counts
Includes the number of leads assigned via push or made available via pull distribution.Outcome Ratios
Provides ratios such as closed-to-distributed and worked-to-distributed to help interpret efficiency.Segment Filtering
Allows filters by user, team, campaign, lead source, record type, or date range for focused analysis.Comparison Over Time
You can compare KPI metrics between current and previous reporting periods to spot trends or shifts.
How to Use This Feature
Open SalesExec and navigate to the Reports section.
Select Key Performance Indicator Report.
Choose your date range (e.g., last week, last month, custom).
(Optional) Apply filters such as user, branch, team, campaign, lead source, or record type.
Run the report. The dashboard or table will show KPI values for:
Contact Rate
Conversion Rate
Lead Velocity
Distribution Counts
Outcome Ratios
Review results to assess whether your sales team is meeting performance goals and identify areas needing improvement.
Tip: This report is only for pull distribution. As an example if your contact rate is very high in the morning and it means your team is catching up from the leads collected after hours from the previous night.
You may want to staff up early in the morning to reduce this time. Frequently times are high in the morning and during lunch hour. These are times where you will want to stagger your team, and staff appropriately.
Best Practices
Run this report weekly or monthly to track performance against internal goals.
Use consistent filters (e.g., same user group or record type) when comparing across periods to ensure apples-to-apples measurement.
Share KPI insights with your sales team so they understand how efficiency metrics tie into targets.
Combine KPIs with detailed reports (like lead disposition or detailed performance) for deeper root-cause analysis.
Establish target thresholds for critical KPIs (for example, minimum contact rate or conversion rate) and monitor them over time.
Troubleshooting
KPI values seem unexpectedly low
→ Check that your date range captures the relevant period and that filters aren’t unintentionally excluding key segments.
→ Confirm that leads are getting properly contacted and progressed through workflows.Comparative period doesn’t align
→ Ensure you selected the correct “previous period” parameters when comparing performance over time.Expected users aren’t included in report
→ Verify that user filters are correctly set and that the users had activity logged during the period.Metrics don’t align with detailed reports
→ Some discrepancies can occur if filters differ; double-check that all reports use the same date range and segment criteria.Report export doesn’t match the on-screen view
→ Confirm that the same filters and date settings are applied before exporting.