See how each rep is doing
Ask ranks your reps from your deals: the revenue each rep won, the deals they closed and their win rate, each with the number it rests on. If you only want the win rate, read How a win rate is counted. If you want to set your reps against a quota, read Set a target and see your coverage.
Before you start
Ask is in beta
It is off for each login until that person turns it on under Account settings › Beta features. See Turn on a beta feature for your login.
A rep is the owner of a deal
Ask ranks the owners of your deals, named as your tool names them, and never the owners of your contacts. The owner is the person on the deal at your last sync. If your team reassigns a won deal after it closes, the person who holds it now gets the credit.
Ask who is doing best
Open Ask.
On Home, click the Ask box at the top right. On any other screen, press Cmd+K on a Mac or Ctrl+K elsewhere.
Type who is best, or how each rep is doing.
“Who is my best rep?”, “Top 5 sales reps” and “How is each rep doing?” all work. Name the tool if you have several connected — “in HubSpot”.
Add a period if you want one.
Say it the way you would in a meeting: “Rep leaderboard this quarter”, “Top reps in 2025”, “Who was my best rep last year”. The period is the date each deal closed.
Press Enter.
MarqIQ reads your question, runs one query over the deals it has synced and opens the answer.
Read the sentence first, then the table.
The sentence says who leads and on what. The lines under it give each rep’s deals and revenue. The table gives each rep’s win rate with the closed deals beside it.
What you can ask
| Ask | What you get |
|---|---|
| “Who is my best rep”, “top reps”, “best performing rep”, “who are my top AEs” | The reps, ranked by the revenue they won. Sales reps, salespeople, sellers, account executives, AEs and closers are all read as reps. |
| “Top 5 sales reps”, “the 3 best reps” | That many reps, from the top. A table holds 12 at most, so “top 20 reps” shows 12. |
| “How is each rep doing”, “how are my reps doing”, “performance by rep”, “sales rep scorecard” | The same ranking, for every rep. |
| “Rep leaderboard this quarter”, “top reps in 2025”, “who was my best rep last year” | The same ranking, over the deals that closed in that period. |
| “Bottom 3 reps”, “worst performing reps”, “our weakest sellers” | The same ranking from the bottom: the rep who won the least is first, and “bottom 3” keeps those 3. |
| “Rep leaderboard for deals over 50k”, “who is my best rep for deals over 50k” | The same ranking among those deals only. The sentence opens “Among the closed deals in HubSpot that are worth over $50,000,” so you can see the condition was applied. |
| “Who is my best rep and why” | The ranking, with a line under it: “Why one rep wins more than another is not in the records, so I have not said why.” Asked as a cause alone, such as “why is Ana our best rep”, Ask says it can rank the reps but not say why one wins more. |
| “Which reps closed the most deals” | The same ranking, ordered by revenue won. When another rep won more deals than the top rep, a line under the sentence names that rep. |
| “How many deals did each rep win in 2025” | Not the ranking. The deals won in 2025, counted for each rep, with what they are worth. |
| “And last year?” after an answer | The same ranking over that period. |
How the reps are ranked
Ask ranks reps by the revenue they won, then by the deals they won. It never ranks them by win rate: a rep who won one deal out of one closed would sit at 100%, above a rep who won 40 of 50.
- Revenue is the amount on the won deals that carry one, printed with the deals it rests on: “$3,000 won across 2 deals (1 deal won with no amount)”. A rep who leaves amounts blank ranks below one who fills them in.
- Each rep’s line gives the deals won out of the deals closed, with the rate in brackets: “3 won of 3 closed (100%)”.
- An open deal is in no rep’s win count. The Records column counts it. The Win rate column does not.
- Where the won deals are priced in more than one currency, Ask adds nothing across them. The deals won decide the order, the money is left out and the answer says why.
- Where no won deal carries an amount, the deals won decide the order too.
- Closed deals with no owner are not ranked among the reps. Ask says how many there are: “2 closed deals have no rep recorded: 1 won of 2 closed (50%).”
- Reps past the number you asked for, or past 12, are combined into one row, Other, with their own counts.
When Ask names a best rep
Ask names a best rep only when every rep it ranks has 30 or more closed deals in the answer. Below 30 a win rate is a count more than a rate, because one more deal moves it by several points.
| What Ask finds | What it says |
|---|---|
| Every rep has 30 or more closed deals | It names the best rep on revenue won and the lowest, each with the deals the money rests on: “Ana Lopez is the best rep on revenue won in HubSpot: $400,000 from 40 deals; Bo Chen is the lowest with $100,000 from 20 deals.” |
| At least one rep has fewer than 30 | It says who has won the most, and names nobody best or worst: “Ana Lopez has won the most revenue in HubSpot: $50,000 from 5 deals. No rep has 30 closed deals, so these are counts, not rates to plan on, and I name no rep best or worst.” |
| Every rep in the list has 30 or more, and smaller reps are folded into Other | It still names the best rep, who is in the list. It does not name the lowest, because part of the list is out of sight. |
| One rep has every closed deal | It says there is no one to rank, and gives that rep’s counts: “One rep has every closed deal in HubSpot, so there is no one to rank: Ana Lopez won 4 of the 5 deals that closed, worth $185,600.” |
| No deal closed in the period | It says there is nothing to rank, and when the last deal closed: “No deal closed in HubSpot between 1 Jan 2025 and 31 Dec 2025, so there is nothing to rank.” |
Good to know
- The best rep is first, unless you ask from the bottom. “Bottom 3 reps” and “worst performing reps” put the rep who won the least first. Ask calls nobody worst unless every rep has 30 closed deals, the same bar as for best. With more than 12 reps, the rest are in Other.
- The period is the date each deal closed, never the date it was created. A won deal with no close date is in no period. See Ask a question about your records, under Know which date the period is on.
- With no period, every closed deal counts. On a workspace with more deals than one question can read, Ask reads an even sample and says so.
- To check a figure, open Where every number comes from under the answer. For each figure it says how to filter the deals in your tool and count the won ones and the lost ones.
If it did not work
Ask counts contacts when you asked about reps
Why: A rep is the owner of a deal. “Contacts by rep”, “leads by rep” and an owner with no word of selling, such as “top owners” or “best contact owner”, are read as the contacts each owner has.
Fix: Ask “who is my best rep”, “top reps” or “rep leaderboard”.
The rep named first is not the one with the best win rate
Why: Ask ranks by revenue won, then deals won, and never by win rate.
Fix: Ask “which rep has the best win rate”. Ask lists every rep with the closed deals beside each rate, and names a highest and a lowest only when every rep has 30 closed deals. See How a win rate is counted.
Ask names no best rep
Why: At least one rep has fewer than 30 closed deals in the answer. The answer says how many reps are under the bar.
Fix: Ask over a longer period, or with none. Ask still says who has won the most, and the counts stand.
The answer shows no amounts
Why: The closed deals are priced in more than one currency, which Ask never adds together, or no closed deal carries an amount. The answer says which.
Fix: The deals won decide the order. If your deals should carry an amount and do not, fill it in your tool and run a sync.
Ask says “I can’t read an owner on a Pardot opportunity.”
Why: MarqIQ reads no owner on a Pardot opportunity, so there is no rep to rank from Pardot. A Pardot prospect is read with the Pardot user assigned to it.
Fix: Ask “contacts by owner” to see who holds your prospects. If Pardot is connected to Salesforce, connect Salesforce to MarqIQ and ask there: the opportunity owner is kept in Salesforce.
Ask says “Nothing in your connected data holds a value for that.”
Why: Your deals hold no owner, so there is no rep to rank.
Fix: Fill the owner on your deals in your tool and run a sync. See which fields hold a value lists what MarqIQ found.
“How are my reps looking” gives findings about ownership, not a ranking
Why: That question, and “how are my reps doing with follow ups”, is about who owns what and how records are routed. It gives what MarqIQ found about ownership.
Fix: Ask “how is each rep doing”.
Next steps
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