---
schema_version: "1"
id: ec4ff59161122bed8257f2a87abd9821e955dfabc4d28d46f41e7c29a3ba38e4
title: Understand Key Metrics in Sales Workspace
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/sales_workspace_undertsand_key_metrics.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.sales_workspace_undertsand_key_metrics.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c1141e81aa58e3b2225aee658c1fa26e83b57dd3cf5a21c8cf530a825bd6d074
description: Use key metrics in Sales Workspace to see how you’re progressing toward your goals and where to focus next. Each metric gives you quick insight into quota progress, leads converted, and account engagement. Recommended actions help you turn these insights into results directly from your workspace.
products:
  - Sales Cloud
release: "264"
---
# Understand Key Metrics in Sales Workspace

Use key metrics in Sales Workspace to see how you’re progressing toward your goals and where to focus next. Each metric gives you quick insight into quota progress, leads converted, and account engagement. Recommended actions help you turn these insights into results directly from your workspace.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Agentforce 1 Sales</strong> editions with the Sales Foundation add-on.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/images/icon_note.png)

Note Metrics can take up to 12 hours to appear after Data Cloud is set up.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <thead class="slds-text-title_caps ">
        <tr><th class="slds-cell-wrap" scope="col" id="d63670e57">Metrics</th>
        <th class="slds-cell-wrap" scope="col" id="d63670e60">Description</th>
        <th class="slds-cell-wrap" scope="col" id="d63670e63">Recommended Actions</th>
      </tr></thead>
      <tbody><tr class="">
        <td class="slds-cell-wrap" data-label="Metrics" headers="d63670e57">Quota Attainment</td>
        <td class="slds-cell-wrap" data-label="Description" headers="d63670e60">Shows how much closed-won business you have against your quota for the current
          period and shows a revenue forecast based on expected revenue.</td>
        <td class="slds-cell-wrap" data-label="Recommended Actions" headers="d63670e63">
          <ul>
            <li>Consider opportunities with the close date in the next period that can help you hit
              quota in this period.</li>

            <li>Review overdue opportunities without any activity in the last 14 days.</li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Metrics" headers="d63670e57">Converted Leads</td>
        <td class="slds-cell-wrap" data-label="Description" headers="d63670e60">Shows how many of your leads have converted into opportunities during the selected
          time period.</td>
        <td class="slds-cell-wrap" data-label="Recommended Actions" headers="d63670e63">
          <ul>
            <li>Follow up on idle leads that haven’t responded in the last 30 days to uncover new
              opportunities.</li>

            <li>Reach out to leads that you haven’t contacted yet to uncover new opportunities.</li>

            <li>Assign an agent to reach out leads that you haven’t contacted yet to increase your
              lead conversions.</li>

            <li>Assign an agent to reach out leads that are waiting for follow up to re-engage for
              new opportunities.</li>

          </ul>

        </td>
      </tr>
      <tr class="">
        <td class="slds-cell-wrap" data-label="Metrics" headers="d63670e57">Active Accounts</td>
        <td class="slds-cell-wrap" data-label="Description" headers="d63670e60">Shows how many of your assigned accounts have open opportunities in the pipeline
          closed-won opportunities this fiscal year.</td>
        <td class="slds-cell-wrap" data-label="Recommended Actions" headers="d63670e63">Re-engage accounts without any activity in the last 30 days to maintain
          relationships and open new opportunities.</td>
      </tr>
    </tbody></table>