Team & Categories
Every other tab reads its team definition from here. Put each person in one of the four categories; sales-agent utilisation, agent comparisons and the per-agent deep dive all follow this list. Nothing on this tab calculates capacity — it only decides who is who.
Everyone in the CRM
Roster from M_Agent_Mapping, deal activity from D_Deals on the worked basis and
lead ownership from CRM_Leads, both since Jan 2025. Shown so the categorisation is an informed
one — they are not a capacity measure.
| Person | Zoho role | General Sales | Cross Selling | Other pipelines | Deals touched | Leads owned | Last worked | Category |
|---|---|---|---|---|---|---|---|---|
Executive
Deals worked, won and the revenue behind them. Worked means a deal an agent handled in that month — it arrived or it closed — counted once, the same rule the Google Sheet uses.
All sales employees performance by category
Categories come from Tab 1. Each category is measured on what it actually carries: Sales Agents and the Renewal Team on deals worked, the Pre-Sales Team on leads received — in every case the load per person who was active that month, against that category's benchmark below. Click a row to see the people in it. Days to close exclude deals with no closing date and deals closed before they were created.
| Category | People | Utilisation | Deals worked | Leads received | Won | Lost | Win % | Revenue AED | Revenue / unit | Rev / won | Avg days to close | · won | · lost |
|---|
Top sources by revenue
Deals received counts the month a deal arrived; won, lost and revenue count the month it closed. The two bases are deliberately not mixed. Click a family to open its raw sources.
| Source | Received | Won | Lost | Won % | Revenue AED | Avg revenue / won | Avg days to win |
|---|
Top services by wins
From D_Deal_Services: a deal carrying two services counts under each, and its revenue is split evenly
between them, so the column adds back to won revenue on tagged deals instead of multiplying it.
| Service | Won | Lost (tagged) | Won % | Allocated revenue | Avg revenue / won | Avg days to win |
|---|
Where the wins come from — source into service
Read it either way: which services a source produces, or which sources bring a service. Same columns as above.
| Source → service | Won | Lost (tagged) | Won % | Allocated revenue | Avg revenue / won | Avg days to win |
|---|
Sales Agent Capacity · trend, planning and analysis
Only the people in the Sales Agent category, and only their General Sales and Cross Selling deals — the two pipelines that represent real selling. Renewals and Retargeting are excluded by design.
1 · Capacity trend
Deals worked is the monthly workload measure: a deal counts in the month it arrived and again in the month it closed. The agent count is the agents who actually worked something that month, so a month nobody had started yet does not drag the average down.
| Month | Deals worked | Sales agents | Avg deals per agent | Benchmark | Utilisation | Won | Win % | Revenue AED |
|---|
2 · Agent against agent
Who carries the load, and who converts it. Darker is more. Read the two grids together — a heavy month with a thin win rate is a different problem from a light month with a strong one.
| Agent | Months active | Deals worked | Per active month | Utilisation | Won | Lost | Win % | Revenue AED | Rev / won | Rev / worked | Avg days to win |
|---|
3 · One agent in detail
Every line below is measured against the other Sales Agents over the same months, so a strength means better than the people doing the same job — not better than an abstract target. A measure is only used where the agent has enough deals for it to mean anything.
| Month | Deals worked | Utilisation | Won | Lost | Win % | Revenue AED | Rev / won |
|---|
Funnel
Leads → MQL → Deals created → Deals worked → Won. Click any step to open it by source, by owner or by service; click a source family to open the raw sources underneath it.