How to Calculate Sales Activity Per Opportunity
Sales activity per opportunity measures the average number of activities a sales rep needs to make in order to open one opportunity or deal. To measure sales activity per opportunity, you take your total number of sales activities logged, and divide by the number of opps created.
For example, if a rep created 4,000 activities in a month and opened 16 opportunities, then their activities per opportunity ratio would be 4,000 / 16 = 250 activities per opp.
To measure activities per opportunity with Salesforce data,
first count the number of tasks that were created in the time period you are measuring. Then count the number of opportunities created in that same period. Then divide the activities by the opportunities.
To measure activities per deal with HubSpot CRM data,
first count the number of engagements that were created in the time period you are measuring. Then count the number of deals created in that same period. Then divide the activities by the deals.
Rekener calculates activities per opportunity automatically,
and can measure it by sales rep, by account, or any other breakdown. Check out our Sales Rep Scorecard app to see how Rekener calculates activities per opportunity by sales rep automatically.
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Greg is COO and Co-Founder at Rekener. Greg’s career has been focused on using data to grow recurring revenue businesses. Before joining Rekener, he served as VP of Operations at ZeroTurnaround, where he built its strategy and operations practice, ran customer success and renewals, helped to grow and coach its high-velocity sales organization, and optimize its marketing efforts. Prior to that, he ran the BizOps and marketing functions for the AVOKE call center analytics business, a SaaS company within BBN Technologies. He got his start using data to improve sales and marketing efforts while at AppNeta. Greg is also a member of the Revenue Collective.
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