How to track and improve sales team productivity
Measure activity and outcomes, remove friction, and optimize how reps spend their time to maximize revenue per rep.
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0 of 7 steps completedStep-by-Step Instructions
1 Step 1: Define activity metrics and outcome metrics
Step 1: Define activity metrics and outcome metrics
Activities: calls, emails, meetings, demos. Outcomes: pipeline generated, deals closed, quota attainment. Track both. Activities predict outcomes but outcomes pay the bills. Balance leading and lagging indicators. Reps need clear expectations for what "good" looks like.
Salesforce Reports & Dashboards
Track activity metrics and outcomes with custom CRM dashboards
2 Step 2: Measure how reps spend their time
Step 2: Measure how reps spend their time
Time on selling activities (calls, demos, emails) vs. admin tasks (CRM updates, proposals, internal meetings). Top performers spend 50%+ of time selling; average reps spend 30%. Identify where time is wasted and create leverage to free up selling time.
3 Step 3: Automate administrative work wherever possible
Step 3: Automate administrative work wherever possible
Use tools to automate CRM logging, email sequences, proposal generation, and scheduling. Every hour saved on admin is an hour available for selling. Invest in enablement tools that reduce friction. Technology multiplies rep capacity.
4 Step 4: Implement sales enablement resources to accelerate deals
Step 4: Implement sales enablement resources to accelerate deals
Provide battle cards, pitch decks, ROI calculators, case studies, and email templates. Reps shouldn't recreate collateral—give them best-in-class assets. Enablement reduces ramp time, improves win rates, and increases velocity.
5 Step 5: Track rep efficiency: revenue per hour and deals per rep
Step 5: Track rep efficiency: revenue per hour and deals per rep
Measure productivity, not just effort. Revenue per rep, average deal size, and time-to-close show efficiency. If reps are busy but not productive, dig into why. Coaching, better leads, or process improvements may be needed.
InsightSquared
Sales analytics for tracking rep efficiency and productivity metrics
6 Step 6: Hold regular 1-on-1s to remove blockers and coach
Step 6: Hold regular 1-on-1s to remove blockers and coach
Weekly check-ins to understand what's slowing reps down: bad leads, long approval processes, product gaps, skill gaps. Remove obstacles proactively. Coaching on time management and prioritization improves productivity as much as skill training.
The Coaching Habit by Michael Bungay Stanier
Framework for effective coaching conversations with sales reps
7 Step 7: Benchmark and share best practices from top performers
Step 7: Benchmark and share best practices from top performers
Identify what top 20% do differently: better discovery, faster follow-up, more demos per week. Share their playbooks and tactics. Create peer learning opportunities. Elevate the whole team by teaching what works.