We are looking for a good way to track the efforts of a small sales team (currently about 9) and be able to report on them on a daily and weekly basis. We have a lot of leads come in through social media, search engine, landing pages, and general website visits that first create an unassigned opportunity that the next available rep can claim and work. They also take a fair amount of calls that also get entered in to create leads.
We are trying to figure out how to create a simple report that can be pulled on a daily and weekly basis that breaks down the report by sales rep and shows how many leads they took, how many they created (from a phone call) how many they worked, and how many they closed.
Does anyone have any suggestions?