Gold by MangoMagic

CRO · Dashboard · Intermediate · Saves 25+ hours

SDR Performance Dashboard

A dashboard for tracking SDR performance at individual and team levels.

Get coached on this — free

What's included

  • Activity Metrics
    • Emails sent
    • Calls made
    • LinkedIn touches
    • Meetings set
  • Quality Metrics
    • Response rates
    • Connect rates
    • Meeting conversion
    • SAL acceptance
  • Outcome Metrics
    • Meetings held
    • Opportunities created
    • Pipeline generated
  • Comparison Views
    • Rep comparison
    • Trend analysis
    • Benchmark comparison

Best used when

  • Tracking SDR performance
  • Managing SDR team
  • Identifying coaching needs
  • Reporting to leadership

The template

The Template

ACTIVITY METRICS

Activity Dashboard

SDR ACTIVITY DASHBOARD

SDR: _______________
PERIOD: _______________

ACTIVITY METRICS:
                 Target    Actual    %
Calls:           _____     _____    ____%
Emails:          _____     _____    ____%
LinkedIn:        _____     _____    ____%
Total touches:   _____     _____    ____%

CONVERSION METRICS:
Connect rate:    ____%  (target: 10%+)
Reply rate:      ____%  (target: 10%+)
Meeting rate:    ____%  (target: 3%+)

OUTPUT:
Meetings set:    _____  (target: _____)
SALs created:    _____  (target: _____)
Pipeline value:  $_____ (target: $_____)

Team Activity Summary

SDR Calls Emails Meetings vs Target
Team Total

QUALITY METRICS

Quality Dashboard

SDR QUALITY METRICS

MEETING QUALITY:
Meetings held: _____
Show rate: ____%  (target: 85%+)
SAL acceptance: ____%  (target: 80%+)

PIPELINE QUALITY:
Opps created: _____
Avg opp value: $_____
Win rate from SDR: ____%

EFFICIENCY METRICS:
Meetings per 100 activities: _____
SALs per meeting: ____%
Pipeline per meeting: $_____

TRENDS:
This period vs last:
Activity: ____%
Meetings: ____%
Quality: ____%

SDR Leaderboard

Rank SDR Meetings SALs Pipeline
1
2
3

Frequently asked questions

What is the SDR Performance Dashboard?

A dashboard for tracking SDR performance at individual and team levels.

Who is the SDR Performance Dashboard for?

It is built for CROs and their teams working on SDR/BDR Operations. The AI coach adapts it to your company, stage, and goals.

How long does the SDR Performance Dashboard take to use?

It saves roughly 25+ hours versus building from scratch. Our AI coach can tailor the dashboard to your situation in minutes, then hand you a step-by-step plan.

Is the SDR Performance Dashboard free?

Yes. You can read the full dashboard and start getting coached through it for free. Sign in to save your tailored version and track your next steps.

How does the AI coach help with the SDR Performance Dashboard?

The coach teaches you the framework, asks a few questions about your business, tailors the dashboard to you, and gives you measurable next steps to execute.