Those managing salespeople need a reasonably accurate summary of how many and which type of calls they make. The data often includes the number of calls, conversations, voice mails, e-mails, customer meetings, product demonstrations, and proposals generated in a given day, week, or month. The purpose of this report is to compare actual results against the benchmarks established for each activity.
Paling notes, “Whether a sales staff exceeds or fails to meet the established productivity standards, the productivity report keeps the manager informed. When a salesperson or sales staff does struggle, looking at the raw numbers can offer insight into the problem.”
When reviewing this report, Paling advises managers to ask:
At which point in the sales cycle is the rep below/above productivity quota?
In which areas is the rep consistently behind/ahead?
Where the rep is below/above the productivity quota, how does it affect the next phase of the sales cycle?