Productivity Overview
SDR Productivity tracks Sales Development Representative activity and performance across key metrics.
What’s Tracked
Five primary metrics form the productivity funnel:
| Metric | Description |
|---|---|
| Leads | Qualified prospects identified |
| Outreach | Personalized outreach attempts |
| Engagements | Positive responses received |
| Meetings | Sales meetings booked |
| Conversions | Closed opportunities |
Why Track Productivity
- Visibility - See daily activity across the team
- Accountability - Track against targets
- Improvement - Identify conversion bottlenecks
- Recognition - Celebrate top performers
Dashboard Features
Overview Cards
Four KPI cards showing:
- Leads vs target
- Outreach vs target
- Meetings vs target
- Conversions vs target
Leaderboard
Spotlight cards ranking team members by performance.
Funnel Chart
Visual showing conversion rates between stages.
Activity Table
Detailed daily reports from all SDRs.
How It Works
- Admins set targets - Monthly goals per SDR
- SDRs submit reports - Daily activity logging
- System aggregates - Calculates progress and rankings
- Dashboard displays - Real-time performance view
Quick Links
- Daily Reporting - Submit your activity
- The Leaderboard - See rankings
- Conversion Funnel - Understand flow
- SDR Targets - Target setting