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ENT Team — Quarterly
Reported separately from monthly totals
Team Performance
Click any team to drill inRep Performance Table
Click any rep for full details
| Rep | Revenue | Won | Lost | Open | Total Opps | Opp→Win % | Avg Deal | Avg Deal Age | MQL | Pipeline | Achieved | Target |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AM Account Coverage
Account-level coverage for each AM rep — total companies owned, Closed Won deal count, % Closed Won, and Closed Won deals (any time) with no activity in the selected month
| Rep | Total Companies | Deals Won | % Closed Won | Closed Won — No Activity |
|---|---|---|---|---|
AM Deal Type Breakdown
Closed Won deals by deal type — for each AM rep in the selected month
Lead Status Analysis
MQLs assigned this month, broken down by lead status × rep
SMB — Unqualified MQLs by Rep
Count of MQL contacts in "Unqualified" lead status, per rep, for the selected month.
| Rep | Unqualified Count |
|---|---|
Rolling 90-Day Funnel
Past 90 days · MQL → Opp → Won
| Rep | MQLs | Opps Created |
MQL → Opp % | Closed Won |
Opp → Won % | MQL → Won % |
|---|---|---|---|---|---|---|
Lost — Reasons
Categorized values from the "Lost Deal Reason" property.
| Reason | Count | % of Lost |
|---|---|---|
MQL to Revenue Conversion Funnel (All Reps)
From MQL handoff to closed-won — this month
| Rep | MQLs | Opps Created |
Closed Won |
MQL → Opp % | Opp → Won % | MQL → Won % |
|---|---|---|---|---|---|---|
Auditing
Manual audit observations for this rep.
Activity — Goals vs Actual
Calls, Emails, and Talk Time goals vs actual for the MBR period.
| Metric | Goal | Actual | % Attained |
|---|
Lost — Reasons
Categorized values from the "Lost Deal Reason" property — for this rep.
| Reason | Count | % of Lost |
|---|---|---|
MQL → Revenue Conversion Funnel
For the selected month
| Rep | MQLs | Opps Created |
MQL → Opp % | Closed Won |
Opp → Won % | MQL → Won % |
|---|
Rolling 90-Day Funnel
Past 90 days · MQL → Opp → Won
| Rep | MQLs | Opps Created |
MQL → Opp % | Closed Won |
Opp → Won % | MQL → Won % |
|---|
Trailing 3-Month Trend
Revenue and MQLs from the previous 3 months.
Discount Analysis
Closed Won deals with discount applied.
| Deal Name | Total Amount | Discount Amount | After Discount | % Rate |
|---|---|---|---|---|
Closed Won by Country
Country pulled from each deal's associated contact (Select Country / Country/Region)