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How to measure Account Executive overall activity?

  • February 8, 2024
  • 3 replies
  • 234 views

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Hello community,

 

I’m curious to learn how different Gong users have approached the questions of measuring a Saas Account Executive’s overall activity? Is there a good an easy way to do it which would correlate with actual sales performance?

 

Thank you!

Heikki

Best answer by Levi Hayes

As Courtney stated, this is determined by how your team defines success.

My mid-level management enjoys reviewing the “Activity” tab, which can be broken down daily or weekly. This gives the team insights into a full day’s activity and any significant gaps in activity.

My Regional and District managers work more out of the “Insights” tab; this is a great tab to utilize when defining KPIs.

I am unsure if your team utilizes Deals and Smart Trackers, but the “Drivers” board is by far one of our favorites. 

 

3 replies

Molly Kipnis
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  • Community Manager
  • February 12, 2024

Hi @Heikki Karimaa! This is a great question. I’m tagging in some folks who may have some best practices around measuring AE performance: 

@Ruth Levi Lotan @Phil Sweeney @maxtipton @Levi Hayes @Sean Persha @Teia Stone @Courtney_Mirakl @Danny Raines @Sonia_Koz @Holly Hampson  

Appreciate your insights in advance!!


Courtney_Mirakl
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It depends a bit on how your company defines success. But, the Insights and Activity tabs have a lot of good info that likely correlates to what your company is looking for. Deal Drivers are a good overall starting point, though!


Levi Hayes
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  • Community Newbie
  • Answer
  • February 12, 2024

As Courtney stated, this is determined by how your team defines success.

My mid-level management enjoys reviewing the “Activity” tab, which can be broken down daily or weekly. This gives the team insights into a full day’s activity and any significant gaps in activity.

My Regional and District managers work more out of the “Insights” tab; this is a great tab to utilize when defining KPIs.

I am unsure if your team utilizes Deals and Smart Trackers, but the “Drivers” board is by far one of our favorites.