Sales Performance Management (SPM)

Most reps don't miss quota because they're lazy. They miss it because nobody showed them what to fix.

Honey BA connects your CRM data to your targets — then tells you, and every rep on your team, exactly what to do next. Setup in 5 minutes. Clarity in seconds.

Book a Demo → See Pricing

✓ No credit card required

✓ Works with any CRM export

✓ Up and running in 5 minutes

40%

of salespeople still store customer data in spreadsheets & email — not their CRM

CRM.org, 2025

27%

of a rep's time is wasted on bad or incomplete data — 550 hours and ~$32,000 per rep, per year

Validity, State of CRM Data Management, 2025

84%

of sales reps missed quota in 2024. They didn't lack effort — they lacked visibility of what to fix.

Salesforce State of Sales, 2024

Built for the whole team

One platform. Every role in sales.

Whether you're carrying a bag or running the team, Honey BA gives you the same thing: a clear picture of where you stand and exactly what to do about it.

Account Manager

Track every account against target. Know your gaps before your manager does.

Territory Manager

See your territory performance slice by slice. Spot which areas need attention this week.

New Business Sales

Keep your pipeline honest. Track create, cover, and win rate against target in real time.

Sales Manager

See the whole team at once. Know who to coach, when, and on what — before the quarter slips away.

Campaign Manager

Set targets by campaign and track ROI at the opportunity level — not just click-through rates.

Sales Analyst

Stop building reports manually. Upload a CRM export and get multi-dimensional analysis instantly.

See It In Action

From CRM to clarity

Upload a CRM export or connect directly. Instantly see KPIs, targets vs actuals, and prescriptive actions for every rep.

Calculated KPIs that actually matter

Create, Cover, Pipeline, Win Rate, Orders — all calculated from your CRM data, measured against targets you set. No formulas. No guesswork. Tracked weekly, monthly, quarterly, or rolling four quarters.

Auto-calculated vs. Target Rolling Quarters

Drill into any dimension

Slice performance by account, geo, territory, campaign, competitor, industry — any field in your CRM. Drag & drop columns. Sort by any header. Find the gaps instantly.

Drag & Drop Column Sorting Any CRM Field

Set targets in minutes, not days

Use the target wizard or bulk upload via spreadsheet. Set targets by rep, by product, by region — at any granularity. Quarterly, yearly, or rolling four quarters. One-off setup takes 5–10 minutes. Everything else is automatic.

Target Wizard Bulk Upload Any Granularity

Pipeline health at a glance

Stacked pipeline charts show won, commit, upside, and at-risk deals against target. Spot coverage gaps before they become missed quarters.

Stacked View Coverage Analysis Stage Breakdown

How It Works

Up and running in under 5 minutes

No integrations. No IT tickets. No consultants. Just your CRM export and a few minutes.

Export Your CRM

Pull a standard Excel export from CRM, HubSpot, or any CRM. No special format needed.

1 minute

Set Your Targets

Use the wizard to assign targets to any CRM field — accounts, products, campaigns, regions, reps.

3–4 minutes

Action

Instant KPIs, gap analysis, and prescriptive actions for every rep, every team, and every target.

Instant

Features

Everything you need to hit quota

Honey BA turns your CRM data into a performance engine with targets, KPIs, and prescriptive next steps.

Track anything your CRM knows

Accounts, products, campaigns, competitors, industry, geo — if it's in your CRM, you can target it.

Six KPIs, zero formulas

Create, Cover, Pipeline, Win Rate, Orders, and Rolling Four Quarters — automatically calculated, always live.

Prescriptive Actions

Not just dashboards — actionable steps that tell each rep exactly what to focus on right now.

Any period, your way

Weekly, monthly, quarterly, YTD, financial quarter, or custom date range. Track performance your way.

Aligned from C-suite to rep

Every manager sees the full team. Every rep sees their own data. Aligned visibility from C-suite to individual.

Security you never think about

Encrypted, isolated, and protected — hosted on Heroku, Salesforce's PaaS on AWS, trusted by 150,000+ CRM customers.

The Transformation

Monday morning, before and after.

The difference between guessing and knowing.

Targets buried in spreadsheets nobody opens

Quarter-end panic when gaps appear too late

Managers guessing who to coach and on what

Hours wasted building manual performance reports

Reps with no idea what to prioritise this week

✓

Live targets connected directly to CRM data

✓

Gap alerts in real time, not at quarter end

✓

Data-driven coaching with specific priorities

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Instant performance view from a single upload

✓

Prescriptive next actions for every rep, every week