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📊 Sales Team KPI Selection
Best Of Utah Moving | Check metrics to include in dashboard
👤 Ricky
👤 Daniel
👤 Brittany
👤 Other Agents
Insightful
Productivity
Dialpad
Calls
SmartMoving
Leads/Bookings
Combined
Calculated
Individual Rep Performance
35 KPIs
Total Logged Hours
Total time tracked by rep in Insightful
Insightful
Productive Hours
Time spent on productive apps and websites
Insightful
Productivity Percentage
Ratio of productive time to total logged time
Insightful
Idle Time
Time with no keyboard/mouse activity
Insightful
CRM Usage Time
Time spent in SmartMoving CRM
Insightful
Total Calls Made
Total outbound calls initiated by rep
Dialpad
Total Calls Received
Total inbound calls answered by rep
Dialpad
Total Talk Time
Cumulative time spent on all calls
Dialpad
Average Call Duration
Mean length of all calls
Dialpad
Missed Calls Count
Number of calls not answered by rep
Dialpad
Leads Assigned
Total leads assigned to this rep
SmartMoving
Estimates Created
Number of estimates/quotes generated
SmartMoving
Bookings Closed
Number of moves successfully booked
SmartMoving
Booking Revenue
Total revenue from bookings closed
SmartMoving
Win Rate
Percentage of estimates that convert to bookings
SmartMoving
Team Aggregate Metrics
18 KPIs
Total Team Calls
Combined calls across all sales reps
Dialpad
Team Talk Time
Total hours spent on calls by entire team
Dialpad
Average Calls Per Rep
Mean call volume across all team members
Combined
Team Lead-to-Book Rate
Overall conversion across all reps
Combined
Total Team Revenue
Combined booking revenue from all reps
SmartMoving
Sales Funnel Metrics
15 KPIs
Lead-to-Contact Rate
Percentage of leads that receive first contact
Combined
Contact-to-Estimate Rate
Percentage of contacted leads that get estimates
SmartMoving
Estimate-to-Book Rate
Percentage of estimates that convert to bookings
SmartMoving
Overall Lead-to-Book Rate
Full funnel conversion (Brian's priority)
SmartMoving
Lead Response Time
Average time to first contact after lead assignment
Dialpad + SmartMoving
Sales Cycle Length
Average days from lead to booking
SmartMoving
Productivity Metrics
12 KPIs
Calls Per Hour
Call volume normalized by working time
Dialpad + Insightful
Revenue Per Hour
Sales efficiency metric
SmartMoving + Insightful
Bookings Per Hour
Conversion efficiency metric
SmartMoving + Insightful
Active vs Idle Ratio
Productive time vs downtime
Insightful
Call Quality Metrics
10 KPIs
Call Connection Rate
Outbound calls that reach a person
Dialpad
First Call Close Rate
Bookings made on initial contact
Combined
Follow-up Success Rate
Conversions from follow-up calls
Combined
Voicemail Callback Rate
Leads who return voicemail messages
Dialpad
Inbound Call Conversion
Incoming calls that become bookings
Combined
Comparative & Leaderboard
8 KPIs
Top Performer (Calls)
Rep with highest call volume
Dialpad
Top Performer (Revenue)
Rep with highest booking revenue
SmartMoving
Top Performer (Conversion)
Rep with best lead-to-book rate
Combined
Team Rankings
Leaderboard across all key metrics
Combined
Time-Based Patterns
8 KPIs
Peak Calling Hours
Times with highest call volume
Dialpad
Best Conversion Hours
Times with highest booking rates
Combined
Weekday vs Weekend Performance
Compare conversion by day type
Combined
Call Volume Heatmap
Hour x Day visualization
Dialpad
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