Track your salespeople’s performance with a new report

Now, you can assign a specific salesperson to quotes, jobs, and invoices, making it easier to track which team member closed the deal.

The salesperson performance report provides detailed insights, breaking down each salesperson's sent quotes, converted quotes, and conversion rate. This report helps you understand your team's sales impact, allowing you to recognize top performers and optimize your sales strategy.

For more information on tracking salespeople and the salesperson performance report, please visit our Help Center.

Salesperson attribution is available on Connect and Grow plans.