If you manage a sales team and want to know who’s actually moving the needle (not just talking a big game), this is for you. Maybe you’re new to Taskminions, or maybe you’ve poked around and seen a bunch of dashboards but aren’t sure what really matters. Either way, you want to quickly spot your top performers, reward them, and figure out who might need a nudge—or a reality check.
This isn’t about drowning in charts. It’s about finding the sales reps who deliver results, using data you can trust.
Step 1: Get Your Data House in Order
Before you start clicking around reports, be honest: is your Taskminions setup clean, or is it a mess of half-updated records and mystery fields? You can’t get good analytics from bad data.
What you need to check: - Are all sales reps using Taskminions consistently? If some folks skip logging calls or fudge their numbers, your “top performer” might just be the best at data entry. - Is your sales pipeline set up right? Double-check your stages, deal values, and any custom fields you track. - Are duplicate accounts or deals muddying the waters? Merge or clean them up now.
Pro tip: Take 30 minutes to spot-check a few random deals. If you find glaring errors, fix them before you trust any leaderboard.
What to skip: Don’t worry about making your CRM “perfect.” Just get it good enough that you trust the broad strokes.
Step 2: Decide What “Top Performing” Means for Your Team
“Top performer” isn’t one-size-fits-all. Are you rewarding reps for biggest deals closed? Fastest sales cycles? Highest win rates? Or something else?
Common ways to measure: - Total revenue closed: Straightforward, but can favor folks who inherit big accounts. - Number of deals closed: Measures hustle, not just deal size. - Win rate: Shows who closes what they chase. - Sales cycle length: Who closes fast (without cutting corners)? - Activity metrics (calls, emails, demos): Useful, but beware—busy doesn’t always mean productive.
Honest take: Revenue or deals closed are usually your best bets. Activity metrics are easy to game and often say more about effort than results.
Pro tip: Pick one primary metric and maybe one secondary. Don’t try to Frankenstein a “superstar score.” Keep it simple.
Step 3: Find the Right Reports in Taskminions
Taskminions comes with a bunch of built-in sales analytics, but not all of them are useful for this job. Here’s what’s usually worth your time:
a) Leaderboard or Performance Dashboard
Look for a dashboard that ranks reps by your chosen metric (revenue, deals, etc). It should show: - Each rep’s total for the period (month, quarter, year) - A quick comparison to the team average - Trend lines if you want to see improvement, not just totals
Where to find it: Usually under “Analytics” or “Reports” > “Sales Performance” or “Leaderboard.”
b) Win Rate and Conversion Reports
These show who’s actually closing deals, not just filling the funnel. Filter by rep, and set the time period so you’re not comparing apples and oranges.
c) Custom Reports
If your team tracks something unusual (like upsell volume or renewals), build a custom report. Taskminions makes this pretty painless—just pick your data fields, group by rep, and run it.
What to ignore: Vanity dashboards with lots of colors but little substance. If it doesn’t answer your question—“Who’s selling the most?”—skip it.
Step 4: Filter and Slice the Data
Raw leaderboards are fine, but context matters. A few things to check:
- Time period: Compare apples to apples. Year-to-date numbers tell a different story than just this month.
- Territory/segment: Don’t compare the rep with Fortune 500 accounts to the one with tiny startups.
- New vs. existing customers: Sometimes one rep gets all the inbound leads. Adjust for that if you can.
- Quota assigned: If quotas are wildly different, factor that in.
Pro tip: Download the data and run your own quick analysis in Excel or Google Sheets if Taskminions feels limiting. Sometimes, you just need to see things your way.
Honest take: Don’t overthink it—if one rep is blowing away the others every month, it’s usually obvious. But if results are close, dig into the details.
Step 5: Watch for Red Flags and False Positives
Not every “top performer” is a slam dunk. Here’s what can trip you up:
- Cherry-picked deals: Did someone land one huge whale and coast the rest of the year?
- Inherited pipeline: Did a rep take over a pipeline that was already close to closing?
- Bad data hygiene: If someone logs every activity, but nothing closes, they’ll look busy but aren’t producing.
- Sandbagging: Is someone holding deals to game their numbers for next month or quarter?
How to spot these: - Look for spikes or dips in performance. - Compare activity metrics to closed deals—are they in sync? - Talk to managers or team members if something seems fishy.
Pro tip: Combine what you see in Taskminions with what you know from the real world. No tool replaces actual management.
Step 6: Share Results (Without Creating Chaos)
Once you’ve got your list, think before you blast it out in a team meeting or email. Public leaderboards can motivate some reps and demoralize others—especially if the data isn’t rock solid.
What works: - Use the data for one-on-one coaching first. - Recognize top reps privately (or publicly if your culture supports it). - Use insights to spot and help struggling reps.
What to skip: Naming and shaming. If someone’s numbers are bad, dig into the why before making it a performance issue.
Pro tip: Use trends, not just snapshots. A rising star who’s improving fast might be more valuable than a one-hit wonder.
Step 7: Rinse and Repeat—Don’t “Set and Forget”
Sales data isn’t a one-and-done thing. Check your analytics regularly—monthly is good for most teams. Things change. People get better (or worse). Pipelines shift.
What works: - Set a recurring calendar reminder to review your Taskminions reports. - Adjust your metrics if you find better ways to measure what matters. - Keep your data clean—bad data gets worse over time.
Honest take: Don’t let the perfect be the enemy of the good. Even a basic leaderboard, reviewed regularly, beats most “gut feel” management.
Finding your top sales reps in Taskminions isn’t rocket science, but it does require clear thinking and a little discipline. Start with good data, pick the metrics that matter, and look past the noise. Skip the fancy dashboards if they aren’t helping. Use what you learn to reward, coach, or course-correct—then do it again. Keep it simple, check your numbers often, and don’t let the hype distract you from what actually works.