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Daily Metrics

Daily Metrics gives you an activity snapshot per sales rep across today, this week, and this month. It loads automatically with no filters required.

βš™οΈ How It Works

The report loads immediately on page load with no filter inputs needed.

Each row represents one sales rep, with activity metrics broken out across three time horizons: today, this week, and this month. Grand totals appear at the bottom, including averages for time-based metrics.

πŸ“‹ What You'll See

For each time horizon (today, this week, this month):

  • Number of Quotes

  • Quoted Value

  • Accepted Quotes

  • Accepted Value

  • Average Quoting Time (minutes)

  • Invoiced Value

πŸ’‘ When to Use This Report

This report is useful for:

  • Morning team check-ins

  • Tracking quoting velocity across the team

  • Identifying reps who are quoting but not converting

  • A quick pulse check on daily, weekly, or monthly activity

βœ… Summary

  • No filters needed - loads instantly with current data

  • Shows quoting, conversion, and invoicing activity per rep

  • Three time horizons in one view: today, this week, this month

  • Ideal for quick team performance check-ins

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