Sales Rep Scorecards

Create a sales rep dashboard

Creating a Sales Rep Dashboard

MIKE LAWSON | Nov 28, 2018

Dashboards are table-stakes for sales managers.  Sales managers need to know if they’re on track to hit their goals, and if not, which areas need the most attention.

One of the big issues with setting up a sales dashboard is that there are so many potential metrics out there, how do you possibly narrow it down to one screen?

My advice anytime I am setting up a dashboard for a client is to start by keeping it simple. Make sure that if you add a table or chart that it’s relevant toward the business goals you want to drive your sales team to.

Sales rep scorecard account exec example

What is a Sales Rep Scorecard?

GREGORY KESHIAN | Nov 05, 2018
A sales rep scorecard is a document or application that tracks key performance indicators about members of your sales team.  It is used by sales managers to track and improve the performance of their sales reps. Example sales rep scorecard metrics are: calls, demos set, opportunities created, deals won, bookings, ASP, close rate.
Scorecard for Account Executives

Build a Scorecard for Account Executives

GREGORY KESHIAN | Oct 29, 2018
Account Executives perform the important function of taking qualified leads and turning them into revenue for your company.  It’s really important to know which ones are performing at expectation levels, and which aren’t. Here’s an example of a scorecard you can create for your AE’s that tracks how they’re performing in 4 key areas:  Efficiency, Velocity, Results and Pipeline.
Customer Data Platforms put data analytics in the hands of sales marketing and success managers

Democratize Data Analytics with a Customer Data Platform for B2B

ALEX LAATS | Aug 26, 2018
Customer Data Platforms (CDPs) are the operating system for customer-centric businesses.  But, the notion of using data to be more customer-centric is not new.  So, what makes CDPs so transformational for B2B? This post explains how CDPs put the power of analytical applications directly into the hands of line of business managers.
Sales Rep Scorecards for HubSpot

Sales Rep Scorecards for HubSpot CRM - Now in Public Beta

GREGORY KESHIAN | Aug 16, 2018

I'm excited to announce that Rekener's wildly popular Sales Rep Scorecards app is now available for HubSpot CRM as a Public Beta!  

What is Sales Rep Scorecard?

Sales Rep Scorecard is the app from Rekener that allows you to track all of your sales KPIs by sales rep.  It is the quickest and easiest way to get all your sales rep reporting done.  Use it for one-on-ones with reps, daily standups, weekly metrics meetings and monthly / quarterly reviews.

Aaron Bloomfield 3 Ways Sales Leaders Can Get Sales Reps to Own Sales Metrics

3 Ways to Get Reps to Own Their Sales Metrics

GREGORY KESHIAN | Aug 04, 2018

Metrics can be a sales leader’s secret weapon.  The best CRO's, VP's and Directors of Sales manage their teams to hit the metrics they need to support the overall quota.  They achieve consistency by creating a plan and hitting it.

The best sales leaders also instill ownership of these metrics by their reps.  When reps own their metrics, it's a mindset shift that turns them from reactive into proactive businesspeople with a goal and a plan for how to get there. 

Scorecards for Inbound Sales Reps

Build and Automate Scorecards for Inbound BDRs

GREGORY KESHIAN | Apr 24, 2018
Sales Rep Scorecards are an awesome way to improve sales rep and team performance.  They let you isolate KPI's that drive your business, and track them by rep so you can make sure to coach reps to higher levels of performance. This post is about building a Sales Rep Scorecard for Inbound BDRs / SDRs that are handling leads generated by your marketing team.