Sales Productivity Metrics (Quarterly)

Resource Overview

Use this tool to collect quarterly productivity metrics, based on using our Sales Productivity Metrics tool on a monthly basis.


Related Resources

Your Problem

You need to track performance for an inside sales rep or team. It is required that you find a way to measure the productivity of sales representatives, and it is important that you collect and analyze data in order to identify areas that need to be addressed.

Our Solution

We created a Sales Productivity Metrics worksheet to capture quarterly sales productivity metrics for sales reps. This template is based on taking the information retrieved by utilizing the Sales Productivity Metrics (Daily) template on a day to day basis with your sales reps as well as compiling that information in our Sales Productivity Metrics (Monthly) template.

With this resource, you will be able to transfer the information obtained in the above mentioned tools to aggregate metrics for your entire team over a 3 month period. This worksheet will allow you to analyze longer-term trends and to gather valuable data points for your sales department.

The Sales Productivity Metrics (Quarterly) template can significantly increase the productivity of your sales representatives, and it can also provide insights into your sales team and areas that need to be addressed. For background info, read our Executive Summary: Monitoring Inside Sales Productivity.

Key Benefits

  • increases productivity of sales reps
  • defines sales reporting metrics
  • sets expectations for quarterly performance
  • provides insight into skills gaps
  • save 2 hours on writting & formatting


Estimated Time Required: 2 Hours

Skills Required: Sales Analysis

Microsoft Excel Document