92%
How is the team converting what marketing feeds it?Performance by rep, team and region - on closed revenue.
People & Performance is the cockpit on your sales team: attainment, activity, pipeline ownership, win rate and ramp, every number on closed revenue and every rep comparable. Coaching, routing and hiring stop being a gut call.
People & PerformanceDemonstrative data
13-week attainment ranking · teams
Each line is a team; y-axis is rank (1 = top). Crossings reveal real shifts. Southern slid from #2 to #5 over the quarter.
Network attainment
87%
▲ 4pp
Median cycle
36d
▼ 6d
Activity / wk
73
▲ 11
$ pipe / rep
$1.84M
▲ 8%
Top-quartile share
41%
concentration
Active reps
24
6 teams
Service analytics from the team behind $150M+ in revenue influenced
What it answers
The questions every head of sales asks.
Not activity dashboards. Who performs, who converts where, and where a point of coaching is worth the most revenue.
01
Which reps actually perform?
Ranked on closed revenue and win rate, not calls logged, so effort and outcome are told apart.
02
Who converts better in which channel?
Win rate by rep and lead source, so you route referral leads and paid leads to the people who close them.
03
What is each rep's quote-to-win rate?
From proposal to signed, by rep, so a strong talker with a weak close rate is visible.
04
Who is on track to hit quota?
Attainment against target with the in-flight pipe weighted, so the quarter is a forecast, not a hope.
05
Where is a point of coaching worth the most?
The stage and rep combination where a small lift moves the most revenue, costed for you.
06
How fast do new reps reach productivity?
Ramp curves for new hires against your tenured baseline, so hiring and onboarding pay off on a known timeline.
Rep × source crossover
Match your closers to the leads they win.
The most actionable view in the section. Several reps convert at twice their team median on one channel and below baseline on another. Route each source to who closes it and the same pipeline returns more, with nobody working harder.
- Routing as revenue - send each source to who actually wins it
- Above and below the line - green beats team median, red trails it
- Quantified upside - the redistribution dollars, estimated
People & Performance · rep × sourceLive
Repeat
Google
Meta
Referral
Outbound
S. Tran
-10
+22
+118
+5
-20
R. Okafor
+30
-15
+12
+44
-30
J. Mehta
+15
+40
-25
+30
+10
L. Cheng
-20
+33
+28
-10
+25
D. Ross
+45
-18
+9
+20
-24
A. Pulu
+12
+25
-30
+40
+15
N. Haddad
-40
+18
+35
-12
+28
M. Anderson
+20
-22
+8
+15
-54
Cell = a rep's conversion on that source vs their team median. S. Tran converts +118% on Meta; M. Anderson is -54% on Outbound. A routing signal, surfaced for your judgement.
Activity & coverage
See how hard - and how well - each rep works the pipe.
Effort is not outcome. Plotting every rep's weekly activity, sized by attainment, shows the real spread and breaks the myth that more dials always means more deals - some of your best closers run light and convert anyway.
- The real spread - P10 to P90 activity across the team
- Effort vs outcome - dot size is attainment, not activity
- Efficient outliers - light-activity, high-conversion reps surfaced
People & Performance · activityLive
Activity per rep · weighted touches / week
Each dot is a rep; size is attainment. Spread runs 45 to 112 a week, but activity and conversion correlate only 0.42 - three light-activity reps still close above median (large dots left of the line).
Ramp & new-hire watchlist
Know if a new hire is on track - by month two.
A rep who is behind at month four is an expensive surprise. The ramp curves track each new hire against your tenured baseline, and the watchlist puts tenure, pipe build and activity in one place, so onboarding pays off on a known timeline or gets fixed early.
- Against your baseline - measured on your own tenured reps
- Early warning - a lagging hire flagged at month two
- Build, not just output - 13-week pipe trajectory per rep
People & Performance · ramp watchlistLive
Ramp to productivity · new hires vs mature curve
- - mature baseline · on-curve hire · behind, needs intervention
| Rep | Team | Tenure | Pipe | Act/wk | 13w pipe |
|---|---|---|---|---|---|
| L. Brown | Metro West | 4mo | $1.2M | 125 | |
| V. Bose | Metro North | 6mo | $1.4M | 110 | |
| R. Khouri | Metro West | 8mo | $2.0M | 101 | |
| K. Rao | Eastern | 12mo | $2.6M | 90 | |
| A. Khan | Northern | 14mo | $3.4M | 82 | |
| P. Santos | Northern | 16mo | $2.8M | 73 | |
| T. Singh | Metro North | 18mo | $3.7M | 99 | |
| H. Kim | Southern | 18mo | $1.8M | 44 |
Where the numbers come from
Built on your systems, reconciled to your records.
Pipeline Money is not a parallel set of figures. It joins the systems you already run into one number that ties out, then keeps it current.
☷Your CRM
Every deal, stage, owner and close date. We map your real pipeline stages with you, so the funnel matches how your business actually sells.
↗Your marketing channels
Spend, clicks and campaigns from every paid source, joined to the deals they created with server-side tracking, lag-corrected to your sales cycle.
⚙Your operations software
Quoting, job management and finance, so contracted and settled revenue is grounded in delivery, not just CRM optimism.
Proof
What operators get when performance is honest.
When every rep is measured on closed revenue, coaching lands where it pays and routing follows the close rate. A sample of the outcomes.
Field services30:1return
Australian Air Conditioning & Electrical
Heating & cooling
$3M in closed revenue from $100K of spend - 2,600 qualified enquiries traced to the jobs they became over twelve months.
Read case study →
Field services$5Mnew revenue
I Heat & Cool
Heating & cooling
A full year of new revenue with cost-per-deal cut from $90 to $41.95 once spend was judged on closed jobs, not leads.
Read case study →
Field services$840Kpipeline
King Cooling
Heating & cooling
1,500 enquiries at a $27 cost per enquiry, with 28% converting to booked jobs - visible, stage by stage, in one view.
Read case study →The rest of the picture
One view of nine.
Every dimension of your revenue, at the same depth, reconciled to the same source.
Pipeline Money →
Where revenue is won, contracted and in-flight.
Channels & ROAS →
Where spend pays back, to the campaign.
People & Performance ◆
Region, team and rep performance.
Won / Lost →
Why deals close or die.
Customers →
The full journey and where revenue concentrates.
Geography →
Postcode-level and branch benchmarks.
Velocity & Lag →
How fast deals move and mature.
Pipeline Economics →
CAC by stage, LTV:CAC, payback.
Questions
The things buyers ask.
No. It ranks on closed revenue, win rate and quote-to-win, not calls or emails logged. Activity is an input; this measures outcomes.
Every metric is shown against a like-for-like peer set and the relevant baseline, with sample size built in, so a rep in a thin territory is not punished for volume.
Yes. The same view rolls up to team, branch and region, and drills back down to the rep and the deal.
Your CRM for deals, stages and owners, joined to your quoting and finance systems so closed and contracted revenue is grounded in delivery.
It replaces the manual spreadsheet on top of them. The numbers reconcile to your CRM and finance systems, with every figure traceable to source.
See who really drives revenue, in your first weeks.
Connect your CRM and finance systems. We map your team, reconcile performance to closed revenue, and hand you the coaching and routing moves.
01
Connect your stack
CRM and finance. No data team required.
02
Map your team
Reps, teams, regions and quotas.
03
Reconcile performance
Every rep on closed revenue.
04
See the gaps
Where coaching and routing pay off.
05
Get the moves
Each action priced in revenue.