In Salesgem, measuring sales is about keeping track of every lead from the first interaction until it’s converted into a customer. Begin by checking the Lead Overview to see how many leads have been assigned and what stage they are in — whether New, Contacted, Qualified, Converted, or Disqualified. This gives you a quick idea of where each opportunity stands.
You can then look at the Conversion Count to find out how many leads were successfully closed within a set time frame or by a particular agent. The filter options make it easy to sort sales data by agent, date range, or lead source, helping you identify the best performers and most effective channels. It’s also useful to review Disqualification Reasons to understand where deals are being lost, and the Return by Version feature to see which reactivated leads ended up converting.
By following these steps, you’ll get a clear picture of your sales results and the overall health of your sales process. This makes it easier to set targets, track progress, and find ways to improve.