The Sales Performance Report compares opportunity and activity metrics by sales user.
What this report is for
Use Sales Performance by User to compare pipeline value, opportunity count, closed won/lost counts, conversion rate, activity count, and average deal size across users.
Screen path
Dashboard > CRM > Reports > Sales Performance by User
The screen title is Sales Performance Report.
Filters
| Filter | Purpose |
|---|---|
Start Date |
Beginning date. Defaults to about 90 days before today. |
End Date |
Ending date. Defaults to today. |
Sort By |
Total Pipeline Value, Opportunity Count, Conversion Rate, Activity Count, or Average Deal Size. |
Report sections
The Team Performance Overview summarizes total pipeline value, total opportunities, and average conversion rate.
The table shows:
Sales RepOpportunitiesTotal ValueWonLostConversion RateActivitiesAvg Deal SizePerformance
Use Export to PDF to open a PDF copy of the report.
What happens behind the scenes
The report reads users with sales, admin, or executive roles.
Opportunity metrics come from opportunities assigned to each user. When a date range is used, the opportunity date filter is based on opportunity created date.
Activity count comes from completed and incomplete activity log rows created by that user within the selected activity date range.
Conversion rate is based on closed won and closed lost opportunities.
Running or exporting the report does not update opportunities or activities.
Troubleshooting
A user is missing
Likely cause: The report includes users with sales, admin, or executive roles.
Safe fix: Ask an admin to review the user's roles.
Contact support if: The user has the expected role but is still missing.
Activity count does not match what a user expected
Likely cause: The report counts activities created by the user within the selected activity date range.
Safe fix: Check the date range and the activity creator.
Contact support if: Activity records appear correct but counts are wrong.
Performance rating looks surprising
Likely cause: The rating compares a user's conversion rate to the average conversion rate in the current report data.
Safe fix: Review the selected date range and included users before using the rating.
Contact support if: Conversion rates themselves are incorrect.