Reporting
A tight performance dashboard — funnel, activity, conversion, output, velocity, speed-to-lead.
SQOs created
42
+12% vs prev
Deals won
12
+3 vs prev
New deal value
£221k
+£42k
Weighted pipeline
£192k
−£8k
Funnel
Whole team · conversion to next stage shown right of each bar.
Dials
2,311
30.2% →
Connects
697
50.4% →
Conversations >90s
351
38.5% →
Briefings sent
135
46.7% →
Bills / Appts
63
66.7% →
SQOs
42
28.6% →
Won
12
end
Activity
Ranked by connects. Sparkline shows last 8 weeks.
#1
PPPriya Patel
Dials
590
Connects
182
Rate
31%
>90s
93
#2
AKAisha Khan
Dials
584
Connects
177
Rate
30%
>90s
90
#3
TRTom Reilly
Dials
571
Connects
171
Rate
30%
>90s
85
#4
JDJamie Doyle
Dials
566
Connects
167
Rate
30%
>90s
83
Conversion
Conversation→SQO and SQO→Close.
Aisha Khan
15.6%
28.6%
Jamie Doyle
7.2%
33.3%
Priya Patel
12.9%
25.0%
Tom Reilly
11.8%
30.0%
Convo → SQO
SQO → Close
Velocity
Average days in stage. Longer bars = deals stalling.
Qualifying4.2 days
Energy Strategy Review7.8 days
LoA Signed5.1 days
Tender11.6 days
Negotiation8.4 days
Deals are stalling longest at Tender (11.6 days avg). Add a Tender-stage weekly cadence to unstick.
Time-to-first-touch
Team avg 45mSpeed-to-lead on email "Yes" replies. Target < 15 minutes.
AKAisha Khan
25m
PPPriya Patel
29m
JDJamie Doyle
47m
TRTom Reilly
77m
Fastest responders convert ~3× more hot-replies into booked calls.