The Sales Rep Setup report allows Sales Managers to know exactly how far along all of their reps are in the Drift setup process.

Billing Plan: The Sales Rep Setup report is available for the Premium, Advanced, and Enterprise plans.

Intended Audience: 

• Admin
• Sales Manager

In this article, we'll cover:

• The Sales Rep Setup Report
• FAQ

The Sales Rep Setup Report

The Sales Rep Setup Report can be accessed by navigating to Reports > Team Performance > Sales Rep setup. Here you will find setup related stats such as, team assigned and name added, and what percentage of your reps have completed those setup steps.  Below you can find a list of all the stats that are included in the Sales Rep Setup report.

This report includes the following metrics:

• Team assigned - What percentage of sales reps are assigned to a team
• Name added - What percentage of sales reps have a name in Drift
• Profile photo uploaded - What percentage of sales reps have uploaded a profile to Drift
• Notifications enabled - What percentage of sales reps have desktop notifications turned on
• Calendar connected - What percentage of sales rep have connected their calendar
• Conference link added - What percentage of sales reps have a conference link

Scrolling down will show you a breakdown of what users still need to complete which setup step. You can use the boxes at the top of the report to filter between setup steps. Clicking the edit button will give you a closer look at each reps setup progress. 

Here you can see what setup steps a rep has or has not completed and you can also find the following information for each of your reps:

• Name
• Email
• Last active time
• Role in Drift
• Team in Drift (if rep is part of a team)

The dropdown bar under the Teams section can also be used to add or remove a user from a team. Be sure to click save after you make your changes.

FAQ

Why are some agents not showing up in this report?
If an agent is not appearing in the Sales Rep Setup Report then that means they have fully completed all of the setup steps that are covered in the report.

Only agents with the built-in Sales Rep role will appear in this report. The report does not support custom roles or other seat types.