How to track and improve sales team productivity

7 steps 35 min Intermediate

Measure activity and outcomes, remove friction, and optimize how reps spend their time to maximize revenue per rep.

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Step-by-Step Instructions

1

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.

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Salesforce Reports & Dashboards
Salesforce Reports & Dashboards

Track activity metrics and outcomes with custom CRM dashboards

Ambition
Ambition

Sales performance management with real-time activity tracking

2

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.

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People.ai
People.ai

Revenue intelligence platform analyzing how reps spend their time

RescueTime for Sales Teams
RescueTime for Sales Teams

Time tracking to measure selling time vs. admin work

3

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.

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Calendly
Calendly

Automated meeting scheduling eliminates back-and-forth emails

Zapier
Zapier

Automate CRM updates, data entry, and repetitive workflows

4

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.

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Highspot
Highspot

Sales enablement platform with content management and analytics

Seismic
Seismic

Sales content and enablement with personalization and tracking

5

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.

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InsightSquared
InsightSquared

Sales analytics for tracking rep efficiency and productivity metrics

Clari
Clari

Revenue operations platform with rep productivity dashboards

6

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.

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Lattice
Lattice

Performance management platform for tracking 1-on-1s and coaching

The Coaching Habit by Michael Bungay Stanier
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

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.

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Gong
Gong

Revenue intelligence to identify what top performers do differently

Guru
Guru

Knowledge sharing platform for documenting and sharing best practices