SDR weekly report template: six numbers on one page
Want trackers ready to fill in? Module 5 of the SDR Programme Playbook has a KPI library and a sample leadership dashboard, £29 + VAT.
A weekly report should take ten minutes to write and two to read. Put six numbers on one page and add one sentence for each.
The six numbers
- Dials or touches made.
- Conversations or replies.
- Meetings booked.
- Meetings held.
- Meetings accepted by the account executive.
- Pipeline from accepted meetings.
Layout
Show this week, last week and the four-week average in three columns. Add one sentence under each row on what changed and why.
See inside
Who reads it
The SDR manager reads it every week. The account executive lead reads the held and accepted rows. Sales operations checks the definitions once a month.
Keep the definitions fixed
Write down what counts as a meeting held and a meeting accepted. Do not change them mid-quarter. The meeting to opportunity rate guide shows the formula.
See the KPI dashboard template and outbound SDR metrics.
Next step: set healthy ranges with the free SDR KPI cheat sheet.
Questions
What should an SDR weekly report include?
Activity, conversations, meetings booked, held and accepted, and the pipeline they produce.
How long should it be?
One page. Six numbers and one sentence for each.
Who should read an SDR weekly report?
The SDR manager every week, and the AE lead for the held and accepted rows.
Also: how to reduce no-shows.
Related guides
SDR KPI dashboard template
What to show on one screen, benchmarks and what to leave off.
Outbound SDR metrics
Call connect rates, email reply rates and sequence benchmarks.
SDR meeting to opportunity rate
The formula, public benchmarks and what to check when it is low.
Turn this into a programme you can run
Module 5 has a KPI library and a sample leadership dashboard. £29, one payment, plus VAT for UK and EU buyers.
Treat benchmarks as starting points. Tune them to your market, deal size and sales cycle. Every figure shows its source and year.