Salesperson performance helps managers understand who is creating, sending, and closing work. Use salesperson attribution on quotes, jobs, and invoices so reporting shows which team members are driving revenue.
Open Quotes Conversion Report.
Assign a salesperson on quotes
When creating or editing a quote, choose the salesperson in the quote details or sales information section.
The salesperson should be the team member responsible for selling or owning the opportunity. By default, this may be the person creating the quote, but it can be changed when another team member should receive attribution.
Only one salesperson should own a quote for reporting clarity.
View quotes by salesperson
Use the salesperson filter on the quotes list to review each person’s quote activity.
This is useful for:
- Follow-up review.
- Sales coaching.
- Workload balancing.
- Pipeline meetings.
- Checking stale opportunities.
Open Quotes and filter by salesperson.
Assign a salesperson on jobs
When a job is created from a quote, the salesperson can carry over to the job.
If a job is created from scratch, add the salesperson in the job details when the job should count toward that salesperson’s performance.
Open Jobs to review job records.
Assign a salesperson on invoices
Invoices can also carry salesperson attribution.
When an invoice is created from a job that has a salesperson, the invoice can inherit the same salesperson. If an invoice is created manually, assign the salesperson directly when the revenue should be attributed.
Open Invoices to review invoice records.
View salesperson performance
Use reporting to compare salesperson activity and outcomes.
Track:
- Sent quotes count.
- Sent quotes value.
- Converted quotes count.
- Converted quotes value.
- Conversion rate.
- Drafted quotes.
- Archived quotes.
- Approved quote value.
- Follow-up needs.
Use columns and filters to focus the report on the metrics that matter for the meeting or review period.
Conversion rate
Conversion rate shows how effectively sent quotes become approved or converted work.
When reviewing conversion, consider:
- Whether quotes were sent during the selected date range.
- Whether quotes converted later.
- Whether some quotes were converted without being sent.
- Whether quotes were archived or changed.
Date ranges can affect conversion numbers, so use consistent reporting periods for coaching and forecasting.
Permissions
Review access in Roles and Permissions.
Users who review salesperson performance usually need access to:
- Quotes.
- Jobs.
- Invoices.
- Pricing.
- Reports.
Give managers enough visibility to coach performance while keeping cost and pricing access controlled.
Improve follow-up
Use salesperson filters to identify quotes that need action.
For each salesperson, review:
- Awaiting response quotes.
- Changes requested.
- High-value quotes.
- Quotes with missing follow-up.
- Quotes ready to convert.
Good attribution makes follow-up easier because each quote has a clear owner.