Sales Performance Report
Track calls, emails, meetings, demos, proposals, revenue by month, and your sales funnel.
The Sales Performance tab in Reports is where you read the shape of your sales motion - how many calls you're making, how many are answered, what your email response rate is, how many meetings and demos turn into proposals, and how proposals turn into revenue.
It's the report a sales manager opens on Monday morning and a founder opens at the end of a quarter.
For the broader CRM picture - contacts by source, companies by industry, activity trend - see CRM Analytics Report. For the Reports page overall, see Reports Overview.
Sales Performance requires Pro with CRM enabled
The Sales Performance tab appears only when PrimeCRM is enabled for the active Space. See CRM Settings and License Settings.
What you can do
Measure calling performance
total calls, answer rate, average duration.
Measure email outreach
total emails, response rate, average response time.
Track meetings and demos
totals, upcoming meetings, demo conversion rate.
Read proposal performance
total proposals, value, win rate.
Chart revenue by month
the last several months side by side.
See your sales funnel
calls → meetings → demos → proposals.
Click through
to the matching tracker or pipeline page.
Export the tab as a CSV or PDF
for deeper analysis or sharing.
How to open the Sales Performance tab
Open Reports from the sidebar, then switch to the Sales Performance tab. If you don't see the tab, CRM needs to be enabled for the Space - see CRM Settings.
What the Sales Performance tab shows
Calls
- Total calls for the period
- Answer rate - percentage of calls that were answered
- Average call duration for answered calls
Click through to the full Call Tracker to work with the call list itself.
Emails
- Total emails sent
- Response rate - percentage that received a reply
- Average response time on the replies you did get
Click through to the Email Tracker to work with the emails.
Meetings and demos
- Total meetings for the period
- Upcoming meetings counted separately
- Total demos
- Demo conversion rate - percentage of demos that moved forward
Click through to the Meeting Tracker.
Proposals and revenue
- Total proposals for the period
- Proposal value - the total value of proposals in a predominant currency
- Win rate - percentage of proposals accepted
- Revenue by month - a chart of accepted proposal value over the last several months
Click through to the Deal Pipeline to manage deals.
Read the funnel, then the cards
The funnel shows where conversion is leaking. The cards show why. Open the funnel first, find the big drop, then click the card for that stage to dig in.
Sales funnel
The funnel shows the step-by-step conversion from outreach to deals - calls, meetings, demos, proposals - so you can see where the drop-offs happen.
Meeting overview
A separate panel summarises meetings - total, upcoming, and completed - with quick progress indicators.
Filters that matter here
The filter suite at the top of the Reports page controls what you see:
- Time range - filters every metric by activity date
- CRM activity toggle - must be on for Sales Performance to have data to show
- The revenue-by-month chart always uses the last several months, regardless of the time range
See Reports Filters and Export for the full filter suite.
Export the Sales Performance tab
Use Export at the top of the page while the Sales Performance tab is open, then pick CSV or PDF. Both include every sales metric, the monthly revenue, and the funnel counts. The PDF lays the figures out with clean headings, tables, and page numbers, and picks up your date and time settings from Settings. See Reports Filters and Export for what each export contains.
Things worth knowing
Proposal value uses one predominant currency
If your proposals span multiple currencies, the tab reports the predominant currency so the number reads cleanly. For the deal-by-deal currency detail, use the Deal Pipeline.
Revenue counts accepted proposals only
The Revenue by Month chart and the revenue number count only accepted proposals. Proposals still in progress appear in the total proposal value instead, not in revenue.
The funnel is a guide, not a fixed definition
The funnel mirrors how PrimeTask tracks sales activities (call → meeting → demo → proposal). It assumes the ideal path; activities that jump steps still count in their own totals.
Click-through lands you on the tracker
Every card on this tab opens the matching CRM page for the detail. Totals are a summary, not a data grid.
The tab shows up only for CRM-enabled Spaces
Sales Performance relies on CRM activity data. Without PrimeCRM enabled, the tab is hidden.
Common questions
"Why don't I see Sales Performance?"
The tab appears only when PrimeCRM is enabled for the active Space, and CRM requires Pro. See CRM Settings and License Settings.
"How is the answer rate calculated?"
Answered calls divided by total calls, as a percentage. The answered status is set on the call activity itself - see Call Tracker.
"Why is my revenue number lower than I expected?"
Revenue by month counts only accepted proposals. Proposals still in progress are in the total proposal value, not the revenue.
"Why does the funnel show zero for some stages?"
A zero there usually means no activity was logged with that type in the selected time range. Widen the time range or check whether you're logging each stage as its own activity.
"Can I see the underlying activities?"
Yes. Use Activities, or jump directly from any card on this tab to the matching tracker.
Where to go next
| If you want to… | Read this |
|---|---|
| Work with calls | Call Tracker |
| Work with emails | Email Tracker |
| Work with meetings | Meeting Tracker |
| Manage the deal pipeline | Deal Pipeline |
| See the sales dashboard | Sales Activity Dashboard |
| Review the broader CRM picture | CRM Analytics Report |
| Customise Reports filters and export | Reports Filters and Export |