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Tracking progress

I'm having an issue tracking progress of an SDR we have here. i need to sign off every month as he gets an incentive on every meeting he sets me up with. so far he's doing good, I've had 50+ monthly. however I'm trying to find a spread sheet format that is simple to read and easy to use that can print on one page, any recommendations?Β 
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6
CuriousFox
WR Officer
+13
Senior Account Executive
@poweredbycaffeineΒ may have a suggestion for you.Β 
poweredbycaffeine
WR Lieutenant
+10
Bean Juice Drinker | Sales Savant
Thanks @CuriousFox!

@Sales4whatΒ do you have a CRM like Salesforce or HubSpot? If so, you can create a report that displays meetings set by X SDR, month over month. Even do a pivot or stack comparison of set vs delivered if you want to get fancy.

If you can't do it, ask your trusty salesops team!
poweredbycaffeine
WR Lieutenant
+10
Bean Juice Drinker | Sales Savant
@Sales4whatΒ saw you don't have a CRM--go get HubSpot when you're ready.

Anyways, here is what I'd do:


Show 7 more replies
ju
justatopproducer
Politicker
+4
National Consultant
Sheesh, would you like to share your SDR?
Sales4what
Opinionated
+5
Co-Founder & VP Sales @ PLURiTy
Dude, I would but I’m pretty sure he just has a few good years left in him;
barney2021
Tycoon
+9
Account Executive
Use a report on Salesforce for demos sat vs booked ?
Sales4what
Opinionated
+5
Co-Founder & VP Sales @ PLURiTy
Probably should’ve Included this- we do not have a CRM at the moment, I’m in the process of scouting one
Diablo
Politicker
+7
AE
CRM is the best way to keep a track without having to do manual work. Are you using any other tools or everything is manual?
Sales4what
Opinionated
+5
Co-Founder & VP Sales @ PLURiTy
All manual right now, in the process of setting everything up but ultimately need to justify- this is what I’m good at, but I have a while before I can meet with the CFO and discuss budget
GrizzleMcThornBody
Arsonist
+12
EVP - RevOps
Do any of these meetings produce deals?
Sales4what
Opinionated
+5
Co-Founder & VP Sales @ PLURiTy
Around 1 a month, but high margin
GrizzleMcThornBody
Arsonist
+12
EVP - RevOps
Ok not bad. 2% is ok.
Show 1 more replies
Beans
Politicker
+9
Account Executive
50+ meetings MONTHLY?

Send me his linkedin plz.Β 
2
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Rj
+52
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