Sales Agent Performance Dashboard
Know exactly which agent is closing deals and which one is just making calls, without pulling call logs into a separate spreadsheet.
Built for sales managers and call center supervisors tracking individual agent performance across a sales team. Add each agent's daily call activity to the Data tab and the dashboard automatically ranks total calls, calls reached, deals closed, and deal value by agent, tracks monthly call reach and deal closure trends, and rolls up average call duration and call drop rate month by month. Filter the entire dashboard down to any single agent or custom group of agents with one click. Fully editable to match your own sales team and agents, one-time purchase, no subscription required.
Dashboard Features
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Executive KPI Bar: Track total calls, calls reached, deals closed, and total deal value at a glance across your entire team
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Per-Agent Performance Leaderboard: Rank every agent by total calls, calls reached, deals closed, and deal value in one table
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Monthly Call Reach & Deal Closure Trends: Track how many calls actually connect and how many of those connections turn into closed deals, month by month
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Call Duration & Drop Rate Tracking: Monitor average call duration and call drop rate trends across the year
Specifications
Get all essential details in one place. From features and package contents to software compatibility and skill level required, this section gives you a clear overview so you know exactly what to expect before download.
Template Features
- Executive KPI Bar: Total calls, calls reached, deals closed, and total deal value at a glance
- Name Slicer: Filter the entire dashboard down to any single agent or custom group of agents
- Sales Agent KPIs Performance Table: Every agent ranked by total calls, calls reached, deals closed, and deal value
- Monthly Deal Value Analysis: Deal value tracked month by month across the year
- Call Reach & Deal Closure Analysis: Calls reached and deals closed tracked side by side, month by month
- Call Drop Rate %: Average call drop rate tracked month by month
- Monthly Call Duration Analysis: Average call duration tracked month by month
Package Details
- Sales Agent Performance Dashboard (.xlsm)
Software Compatibility
- Microsoft Excel 365
- Microsoft Excel 2024
- Microsoft Excel 2021
- Microsoft Excel 2019
Skill Level Required
- Beginner
Frequently Asked Questions
Is this template compatible with Google Sheets?
No, our templates are built specifically for Microsoft Excel. Because they utilize advanced Excel features like Pivot Tables and complex formatting, they will not function correctly if imported into Google Sheets.
Do I get lifetime updates?
Templates are one-time downloads and do not include future feature upgrades. However, if we release a bug fix for your purchased template, you can always download the patched version from your order history.
What kind of support is included?
We provide technical support via email for access issues, such as if your download link is not working. We do not provide implementation support (e.g., wiring the template to your custom data sets). For implementation assistance, please submit a request for our custom services.
