Field sales performance built from door-level data

The metrics that describe a canvassing day

Every work session in SalesPace produces a complete picture: active hours, route distance, step count, doors knocked, conversations, go-backs, appointments set and deals sold. Those raw numbers combine into the ratios that matter — doors per hour, conversations per hour, doors per sale, conversations per sale and close rate.

Reps see their own numbers building live on the Pace screen while they work, which changes behavior on its own. A rep who can see they are at 42 doors at 3 p.m. against a normal day of 80 does not need a manager to tell them the afternoon is slipping.

• Doors, conversations, go-backs, appointments and sales per session and per day
• Active hours, route distance and steps from the device
• Doors per sale, conversations per sale and close rate
• End-of-day session report with disposition breakdown and route playback

Diagnosing performance instead of ranking it

A leaderboard tells you who is ahead. It does not tell you why anyone is behind, which is the only thing a manager can act on. SalesPace exposes the intermediate ratios precisely so the diagnosis is visible.

A rep with high doors and low conversations has a problem at the threshold — the first ten seconds of the approach. A rep converting conversations well but setting few appointments has a problem asking for the next step. A rep with excellent ratios and low volume is not working enough hours or does not have enough territory. Three different problems, three different coaching conversations, and the data distinguishes them before the manager guesses.

Goals, pacing and streaks

Reps can set personal goals and managers can assign goals to individuals and teams. SalesPace then tracks pace against the goal period rather than just the final total, so a rep can see mid-week whether their current rate gets them there.

Streaks reward consistency, which is the single hardest thing to sustain in door-to-door work. The value is not gamification for its own sake — it is that a rep who protects a streak keeps knocking on the day they would otherwise have gone home early.

Competitions and leaderboards

SalesPace supports competitions with leaderboards built on the same canonical metrics as everything else, so the standings cannot drift from reality. A sales contest run on numbers that reps trust is motivating; one run on numbers they suspect are wrong is corrosive.

Because the underlying data is door-level, competitions can be defined on the behavior you want rather than only on closed deals — conversations, appointments set, or coverage of assigned territory.

Manager and leadership views

In the web CRM, managers get a dashboard of live KPIs with date, team and rep filters, a rep performance snapshot, and pipeline stage totals. Reports cover work sessions and routes, per-rep summaries and team rollups over the ranges leadership actually reviews.

Coaching views focus on an individual rep's ratios over time rather than a single day, which is where patterns become legible. A one-day dip is noise; four sessions of falling conversation rate is a signal.

Data reps can trust

Performance data only changes behavior if the people being measured believe it. SalesPace records activity as it happens at the door, with location and timestamp, rather than asking anyone to summarize their day afterwards. Metrics are computed server-side from the same canonical records the CRM shows, so the number on the rep's phone and the number in the manager's report come from one source.

Access follows role: reps see their own performance, managers see their teams, and bulk export is limited to authorized leadership.

Frequently asked questions

Where do the step and distance numbers come from?

From the device during an active work session, alongside the route the rep walked. They appear in the live session view and in the end-of-day report.

Can managers set goals for reps?

Yes. Reps can set personal goals and managers can assign goals to individuals and teams, with pacing tracked across the goal period.

Do reps see the same numbers managers see?

Yes, for their own performance. Metrics are computed from one canonical source, so there is no discrepancy between the rep's Pace screen and the manager's report.