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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Comparing sales rep conversion rates requires calculating percentage-based metrics across different time periods and creating side-by-side performance comparisons. Salesforce’s native reporting can’t easily handle these calculations or create the flexible comparisons you need for comprehensive sales performance analysis.
Here’s how to build a rep performance dashboard that shows individual conversion rates and identifies coaching opportunities.
Build comprehensive rep conversion rate comparisons using Coefficient
Coefficient provides superior capabilities for sales rep performance metrics through advanced data import and calculation features. You can create rolling conversion rate trends, automated performance alerts, and multi-metric dashboards that compare reps across multiple Salesforce KPIs.
How to make it work
Step 1. Import comprehensive opportunity data by sales rep.
Use Coefficient’s object import to pull all opportunity data including Owner (Rep), Stage, Close Date, Amount, and Created Date. Set up daily automated refreshes to ensure your performance KPIs reflect current opportunity data for real-time monitoring.
Step 2. Calculate individual conversion rates using COUNTIFS formulas.
Create formulas that calculate won opportunities divided by total opportunities for each rep: `=COUNTIFS(Owner,”Rep Name”,Stage,”Closed Won”)/COUNTIFS(Owner,”Rep Name”)`. Build separate calculations for different time periods (30/60/90 days) to track performance trends.
Step 3. Build rolling conversion rate trends by rep.
Use dynamic date ranges to create rolling 30, 60, and 90-day conversion rate trends. This helps identify whether a rep’s performance is improving, declining, or staying consistent over time, which is crucial for coaching decisions.
Step 4. Create multi-metric performance comparisons.
Compare conversion rates alongside average deal size, sales cycle length, and pipeline velocity for each rep. Use conditional formatting to highlight top performers and identify reps who need additional support or training.
Step 5. Set up automated performance alerts.
Configure Coefficient’s email or Slack alerts when any rep’s conversion rate drops below team average. Create visual performance rankings that automatically update with each data refresh to maintain current performance visibility.
Identify top performers and coaching opportunities
A well-built rep performance dashboard helps you recognize high achievers and provide targeted coaching where it’s needed most. Start building your sales performance tracking system with Coefficient.
