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Sales Manager Report Overview

See your sales funnel performance at a glance

Alexis Williams avatar
Written by Alexis Williams
Updated this week

What is the Sales Manager Report?

The Sales Manager Report gives you a complete view of your team’s performance. It highlights how agents are moving leads through the sales funnel, which sources are performing best, and who’s leading the team in key activities.

With the Sales Manager Report, you can:

  • Track appointments set, appointments held, deals written, and deals closed

  • Compare results across agents, groups, lead sources, and timeframes

  • Monitor where leads are in the funnel and how effectively they’re being worked

  • View leaderboards to see your top performers and spot opportunities for improvement

Why It Matters

This report helps you understand your team’s overall effectiveness, from first contact to closed deals. By showing what’s working—and where leads are getting stuck—you can recognize top performers, coach where needed, and improve conversion across the entire sales funnel.

For detailed instructions and data definitions, explore:

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