Most sales teams have way too much data and not enough clarity. If you’re tired of guessing which activities actually close deals, or you’re just sick of pipelines full of “busywork,” this guide’s for you. We’ll get you up and running with Prospeo analytics so you can see what’s working, spot the fluff, and double down on the stuff that moves the needle.
Let’s cut through the noise and figure out, step by step, how to use Prospeo to find your real high-converting sales activities.
1. Get Your Data Right—First Things First
Before you start slicing and dicing analytics, make sure your data’s not garbage. Prospeo can’t fix bad input. Here’s what to check:
- Are all your sales reps logging activities? If someone’s skipping updates, your analytics will lie.
- Is your CRM synced with Prospeo? If not, you’ll miss half the picture.
- Are sales stages and activity types clear? “Follow-up call” should mean the same thing to everyone.
Pro Tip: Run a quick audit. Pick three random deals and trace their activity logs. If you’re seeing holes, fix the workflow first. Otherwise, you’ll just get pretty charts about nothing.
2. Set Up Your Key Metrics in Prospeo
Prospeo tracks a lot of stuff, but not all of it matters. Decide up front what “high-converting” means for your team. Usually, it’s not “number of calls made”—it’s “calls that actually lead to a next step.”
Here’s what’s worth tracking:
- Activity-to-Opportunity Conversion Rate: Which activities most often turn into real pipeline?
- Stage-to-Close Conversion: What’s happening right before deals close?
- Time Spent per Activity: Are reps wasting hours on things that never pay off?
- Response Rate by Channel: Are your emails getting ghosted, but LinkedIn DMs get replies?
How to set these up:
- In Prospeo, go to the Analytics > Activities dashboard.
- Customize your view—filter by activity type, stage, rep, or date range.
- Save your favorite filters. You’ll want to come back to these.
Ignore: Vanity metrics like “total activities per day.” Activity for the sake of activity just burns out your team.
3. Slice the Data—Look for Patterns, Not Just Peaks
Now you’ve got your dashboards. Resist the urge to just look at the biggest numbers.
Here’s what actually matters:
- Which activities consistently show up before deals advance?
- If 80% of closed-won deals had a product demo, but only 20% of lost deals did, there’s your clue.
- What’s different about your top reps?
- Compare their activity mix to the rest. Maybe they’re sending fewer emails but booking more face-to-faces.
- Where do deals stall out?
- If you see a ton of “proposal sent” activities but nothing advancing, that’s a leaky spot.
How to do it in Prospeo: - Use the “Deal Progression” view to map activities to outcomes. - Export your data if you want to do deeper analysis in Excel or Google Sheets. Sometimes a simple pivot table beats any built-in chart.
Don’t get distracted: If you see outliers, check if they’re real or just data entry errors. Sometimes a rep logs 50 calls in a day because they’re cleaning up old notes—not because they’re a sales machine.
4. Run Controlled Experiments
Let’s be honest: No analytics tool can tell you, with 100% certainty, “do more of X and you’ll close more deals.” But you can use Prospeo to run basic experiments.
How to test what works:
- Pick a hypothesis: “If we follow every first meeting with a personalized video, our conversion rate will go up.”
- Set a time frame: Two weeks, one month—enough to get real data.
- Tag those activities in Prospeo: Make sure you can filter for them later.
- Measure the results: Did conversion rates improve compared to the control group?
Pro Tip: Don’t change everything at once. If you tweak ten things, you’ll never know what made the difference.
5. Share What You Find—But Keep It Simple
Once you’ve spotted what’s actually working (or not), don’t drown your team in data dumps. Share the findings in plain language:
- “Deals that get a demo within one week of first contact close 2x more often.”
- “We’re wasting time on cold emails—almost zero response this quarter.”
- “Personalized LinkedIn invites are getting meetings, generic ones aren’t.”
How to do it:
- Use Prospeo’s reporting tools to pull up just the key charts.
- Skip the screenshots of dashboards—summarize in 1-2 sentences per insight.
- Suggest one or two specific changes. That’s it.
Reality check: If your team already knows what works (“demos close deals”), don’t overcomplicate it with more tracking. Focus on execution, not endless analysis.
6. Watch for Pitfalls and False Positives
Sales analytics is full of traps. Here’s what to watch out for:
- Correlation ≠ Causation: Just because every closed deal had a Zoom call doesn’t mean the call closed the deal.
- Data gaps: If reps skip logging activities, your whole analysis is off.
- Over-valuing the latest trend: Don’t chase after “AI-powered insights” unless you actually see results in your numbers.
Ignore: Shiny features that promise to “unlock hidden revenue.” If it sounds like magic, it’s probably just a slick dashboard.
7. Iterate and Adjust—Don’t Set and Forget
What works this quarter may flop next quarter. Customer habits change, your messaging evolves, and sometimes luck just runs out.
- Check your analytics monthly. Trends will shift.
- Ask your team what’s actually working. The data only tells part of the story.
- Be ready to toss out what’s not producing results. Don’t get sentimental about pet projects.
Keep It Simple and Iterate
You don’t need a PhD in data science to spot what’s working. Use Prospeo analytics to cut through the noise, track the activities that actually drive conversions, and ignore the rest. Don’t let dashboards distract you from the basics: talking to real customers and doing what works. Check your numbers, run simple experiments, and keep tweaking. The simplest sales processes are usually the highest converting.
If you’ve got clean data and a willingness to question your own assumptions, you’ll quickly see what actually moves deals forward—and what’s just busywork. Stick to what works, and don’t be afraid to stop tracking things that don’t.