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Guides · The CRM

My numbers

Your own work in any date range, against your goals.

My numbers, under Reports, is your own work: everyone has it, Managers and SDRs alike.

Choose the range at the top. You see your contacts in that range, the leads you held when they became qualified or signed, and how far along you are against this week’s and this month’s goals, which your Manager sets.

What the numbers mean is the same as on the team’s report: see Read your reports. Your teammates do not see your numbers; your Manager does.

My numbers for an SDR this week: contact attempts, leads worked, qualified, signed, follow-ups done and stale leads, then goals this week and this month (sample data).
Real product · sample data

On this page

The same steps the page’s tour shows the first time you open it. Replay it any time from Help.

  1. Every report Managers only

    Switch between the team's Overview, your own numbers, Activity and Goals.

  2. Pick the range

    Choose the period: this week, last month, or your own dates.

  3. Your numbers

    Your contacts in the range, and the leads you held when they became qualified or signed.

  4. Your goals

    How far along you are against this week's goals, which your Manager sets.

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