SalesEnginePro

Team Agent Tracking Report

Monitor individual agent workload, activity levels, task completion, and productivity

Filters & Date Range

Total Tasks

321

Completed

262

Overdue

44

Avg Completion

81.5%

Total Activities

1613

Deals Closed

114

Total Revenue

$2.65M

Avg Task Time

5.1d

Task Completion Rate by Agent

Percentage of tasks completed vs assigned

JenniferMichaelMariaLisaEmilyJohnRobertSarahJamesDavid0%25%50%75%100%
  • Completion Rate %
Revenue by Agent

Total revenue generated by each agent

JenniferMichaelMariaLisaEmilyJohnRobertSarahJamesDavid$0K$95K$190K$285K$380K
  • Revenue
Activity Level Distribution

Breakdown of all activities by type

Task Status by Agent

Completed, pending, and overdue tasks

JenniferMichaelMariaLisaEmilyJohnRobertSarahJamesDavid010203040
  • Completed
  • Pending
  • Overdue
Follow-Up Completion vs. Task Completion

Correlation between follow-ups and task completion

JenniferMichaelMariaLisaEmilyJohnRobertSarahJamesDavid09182736
  • Follow-ups
  • Tasks Completed
Top Performing Agents (by Task Completion)

Agents with highest task completion rates

1

Jennifer Wilson

Active

86.8%

Tasks

33/38

Overdue

2

Revenue

$380K

Deals

18

Activities

190

2

Maria Garcia

Active

86.1%

Tasks

31/36

Overdue

3

Revenue

$310K

Deals

14

Activities

180

3

Lisa Brown

Active

85.3%

Tasks

29/34

Overdue

4

Revenue

$290K

Deals

13

Activities

169

4

Emily Chen

Active

84.4%

Tasks

27/32

Overdue

4

Revenue

$280K

Deals

12

Activities

158

5

John Doe

Active

83.3%

Tasks

25/30

Overdue

5

Revenue

$250K

Deals

10

Activities

165

Detailed Agent Tracking Data

Comprehensive workload and performance metrics

Agent Name StatusTasks Assigned CompletedOverdueCompletion %ActivitiesDeals Revenue ↓Avg TimeNext Steps
JW
Jennifer WilsonSMB Sales
Active
38332
86.8%
5528
85
1875.0% rate
$380K4dContinue Current Pace
MA
Michael AndersonEnterprise Sales
Active
35283
80.0%
6030
90
1568.2% rate
$350K4dSchedule Demo
MG
Maria GarciaSMB Sales
Active
36313
86.1%
5226
82
1466.7% rate
$310K4dMaintain Performance
LB
Lisa BrownSMB Sales
Active
34294
85.3%
4824
78
1365.0% rate
$290K5dSchedule Demos
EC
Emily ChenSMB Sales
Active
32274
84.4%
4522
75
1263.2% rate
$280K5dFollow-up Calls
JD
John DoeEnterprise Sales
Active
30255
83.3%
5020
80
1055.6% rate
$250K5dComplete Pending Follow-Ups
RT
Robert TaylorEnterprise Sales
Active
26215
80.8%
4219
68
952.9% rate
$220K6dImprove Task Efficiency
SL
Sarah LeeSMB Sales
Active
40308
75.0%
4025
70
850.0% rate
$200K6dSend Proposals
JW
James WilsonEnterprise Sales
On Leave
22183
81.8%
3516
60
857.1% rate
$195K5dReturn from Leave
DM
David MartinezEnterprise Sales
Active
28207
71.4%
3818
65
746.7% rate
$180K7dReduce Overdue Tasks