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 entire career has been focused on using BizOps to grow recurring revenue businesses. Before joining Rekener, he served as VP of Operations at ZeroTurnaround, where he built its BizOps practice and team. He did the same for the AVOKE call center analytics business, a SaaS company within BBN Technologies. He got his start in BizOps for recurring revenue businesses while at AppNeta.
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