Credit the recorded seller
Follow the assigned setter and closer through the sale. Show missing attribution clearly instead of assigning credit by guesswork.
Seller / Closer OS
Connect the team to the outcome
Know who sells. Know what gets collected.
Connect setter and closer activity to assigned sales, collected money and commission context. Give every performance number a clear definition.
Product walkthrough · no account needed · illustrative examples
Take the product tourThe decision behind the dashboard
Who is closing—and what happens after the win?
Keep commercial attribution explicit. A person who created a record is not automatically the seller, and a won deal is not automatically collected revenue.
Illustrative product viewEXAMPLE
A closer scorecard with its calculation visible
| Metric | Example | Definition |
|---|---|---|
| Attended calls | 38 | Shows denominator |
| Won sales | 12 | Recorded wins |
| Close rate | 31.6% | 12 ÷ 38 |
| Seller credit | Assigned closer | Explicit commercial binding |
| Commission | Terms required | Unavailable until basis and eligibility are known |
Illustrative values. Seller access remains workspace- and permission-scoped. Incompatible KPI policies should not be ranked together.
Compare like with like
Put targets beside results and show the close-rate denominator. Twelve wins from thirty-eight attended calls means something different from twelve wins from all leads.
Explain the commission basis
Read eligible collected money and the applicable commercial terms together. Accrued commission is context, not a claim that a payout was executed.
What should I do next?