Sales Representative Dashboard

The Sales Representative Dashboard provides a clear and concise overview of individual sales performance and opportunities, helping sales representatives monitor their progress and make data-driven decisions.

Here is a reference video:

Key Modules and Benefits:

1. Sales Orders (Current Year):
   

   • Displays a bar chart of sales orders for the current year, showing month-over-month performance. This helps sales reps quickly identify trends and track their progress across different months.
   • Advantage: Visual representation allows for easy comparison of performance, helping reps target their efforts during slower months.

2. Sales Order Comparison:

   • A pie chart showing sales order data for the current and previous month, highlighting any differences in performance.
   • Advantage: This module simplifies month-over-month comparison, providing a quick snapshot of sales performance shifts.

3. Leaderboard:

   • Displays the top-performing salespeople, comparing their last month and current month sales figures.
   • Advantage: Fosters a sense of competition and motivates reps to improve performance, providing visibility into team performance.

4. Opportunities:

   • A pie chart that represents the number of opportunities for the current and next month. This helps sales reps plan and prioritize their pipeline.
   • Advantage: Reps can assess their opportunity pipeline at a glance, enabling better time and resource allocation.

5. Closed Ratio:

   • A chart that tracks the number of closed deals (won or lost) for the last 90 days, previous month, and current month.
   • Advantage: Gives sales reps insight into their success rates over time, helping them evaluate their closing efficiency.

Overall Benefits:

• Data-Driven Decisions: The dashboard's visual summaries empower sales reps to make informed decisions and adjust strategies based on real-time performance data.
• Motivation and Accountability: The leaderboard and comparison metrics encourage reps to stay competitive and hold themselves accountable to their targets.
• Pipeline Management: With clear insights into opportunities and closed ratios, sales reps can better manage their workload and focus on converting leads into sales.

This dashboard enhances the productivity and performance of sales reps by offering a comprehensive view of their sales activities and outcomes in a user-friendly format.

Follow the below mentioned steps to access the Sales Representative Dashboard:

1. Click on Reports and then click on All Reports.

2. Under FSM click on Sales Representative Dashboard.

3. Upon clicking you will see the following Sales Representative Dashboard.