Goals
As a Sales Manager, you have the option to choose KPIs and assign Goals for your Sales Reps. Your team members' performance is measured relative to the targets you set, and SupplyMover helps you monitor progress towards those goals.
To get started, navigate to the Settings main menu page. Goals, located in the sub-nav menu of Settings displays all User Goals in a table. The User Goals table displays Sales Reps and their respective goals related to sales volume and customer interactions. Each goal serves as a KPI.
Sales Managers are not required to set goals for all KPIs given by the system and have complete flexibility in determining what is best for their reps and organization. KPIs can be configured as Active or Inactive.
To configure KPIs for one or more users, select the corresponding rows' checkboxes, and select the "Configure KPIs" button. A slide out panel displays all of the available KPIs. Check a KPI to Activate or uncheck to Deactivate. Select "Save" to finish.
Each user can be assigned their own goals. Set goals by entering values for each KPI. When you are finished, select the "Save" button in the top-right of the display.
Goals do not carry over from one month to the next. As such, Sales Managers set their Sales Reps’ goals on a monthly basis.
Search, Sort, and Filter
The first dropdown menu allows users to select a month. Users can see goal data for the current month, the previous 6 months, and the next 6 months. The second dropdown allows the users to sort by Sales Rep name (A-Z or Z-A).
User Goals Table
Sales Reps are listed in the first column, and the following columns display a variety of KPIs. All active KPIs can be edited as Sales Managers see fit. KPI fields include:
- Monthly Sales - The total revenue generated from sales within the month
- Monthly GP - The total revenue minus the cost for the month
- Monthly Quotes - The total number of quotes provided to customers during the month
- Daily Customers - The total number of unique customers who purchased during the day
- Daily Lines - The total number of product line items sold within a day
- Productive Calls - The total number of calls made during the day and exceeding 35 seconds
- Daily Calls - The total number of calls made during the day
- Call Duration - The total time spent on customer calls during the day, measured in minutes
- Daily Lead Visits - The count of in-person visits to leads for the day
- Daily Customer Visits - The number of in-person visits to existing customers for the day
- GP Margin (%) - The percentage of gross profit relative to total revenue, indicating profitability
- Monthly Customers Closed - The number of new customers acquired in the month
- Monthly Customers - The total number of unique customers who purchased in the month
User Goals Table
The Teams tab is available to Sales Managers and Admins.
In addition to User Goals, and once you have created a Team, you have the option of managing your Team’s Goals and KPIs by selecting the Teams tab. Just like User Goals, Team goals can be reviewed, modified, and configured in the same ways. Refer to Teams for more information.
Managers have the option of adding Sales Reps to multiple Teams.
Team Goals Table
The Companies tab is available to Sales Managers and Admins.
In addition to Team Goals, the Companies tab displays company-wide goals and KPIs, and they are managed just like User and Team goals.
Company Goals Table
Main Page -- Settings
Updated 5 days ago