Sales performance, scored by real revenue progress.
Kbot-Insight appraises performance by asking one practical question: is sales activity turning into customers, prospects, pipeline movement, meetings, calls, and healthy nurturing momentum?
What Kbot-Insight appraises
The score favors outcomes over busy work. Customers rank highest, prospects second, nurturing third, then incubation health and outbound activity.
Performance score model
Kbot-Insight scores the tenant or salesperson on a 100-point scale. Optional metrics are excluded when the data source is unavailable, not treated as zero.
| Category | What it measures | Weight |
|---|---|---|
| Customer conversion | New customers, won movement, customer conversion rate | 35 |
| Prospect conversion | Total/new prospects and prospects moved into active opportunity | 20 |
| Nurturing rate | Leads actively worked through welcome emails, replies, clicks, meetings, and pipeline stages | 15 |
| Incubation health | Incubated leads, reactivation, and stale incubation risk | 10 |
| Welcome email success | Sent, opened, clicked, replied, and bounced welcome emails | 7 |
| Invitation acceptance | LinkedIn or outreach invitation sent, accepted, pending, and replied | 8 |
| LinkedIn post engagement | Posts, published activity, influenced prospects, and engagement contribution | 5 |
Pipeline process health
Insight tracks stage counts, movement, stalled leads, won/lost changes, and the sources creating the most pipeline progress.
Meetings and calls access
Meetings and calls are scored as access signals. They matter most when they advance prospects into Qualified, Proposal, Negotiation, or Won.
Sales owner leaderboard
When owner attribution exists, Kbot-Insight ranks salespeople by conversion quality, not raw activity volume.
If owner data is missing, Kbot-Insight shows a tenant-level score and explains that owner scoring appears after leads, meetings, or campaigns include owner attribution.
Top score drivers
- Customers converted from qualified meetings.
- Prospects moved from Engaged to Qualified.
- Welcome emails earning replies and clicks.
- Accepted invitations followed by booked meetings.
- LinkedIn posts influencing active prospects.
Bottlenecks to fix
- Many prospects but few customers.
- High invite volume with low acceptance.
- Meetings that do not advance stages.
- Too many leads stuck in Incubation.
- Missing owner, source, or stage data.