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.

⚙️ 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.

📋 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

💡 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

✅ 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