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Data & reporting
The rep scorecard
A per-rep view of attainment, pipeline, conversion, activity, and forecast accuracy, used for coaching and for spotting who needs help before the quarter is lost.
Owned by: Senior sales analystTest band: Senior sales analyst
In practice
Compare each rep to the team median on every metric. The pattern — high activity, low conversion — says what to coach.
The kind of thing the test asks
- A rep has the highest activity on the team and the lowest conversion. The coaching is…