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KPIs - Daily

The “KPIs - Daily” page reflects Key Performance Indicators and displays tabs of Sales Rep performance as well as Team and Company performance on a daily basis.

Users Tab

The Users tab includes Sales Reps' performance in a table with the following:

  • User (Sales Rep name as hyperlink to Accounts Sold and Items Sold. Refer to Accounts Sold for more information)
  • Sales, Goal, Percentage met
  • Gross Profit, Goal, Percentage met
  • GP Margin, Goal, Percentage met
  • Quotes, Goal, Percentage met
  • Dy. Customers, Goal, Percentage met
  • LInes, Goal, Percentage met
  • Prod. Calls, Goal, Percentage met
  • Calls, Goal, Percentage met
  • Duration, Goal, Percentage met
  • Lead Visits, Goal, Percentage met
  • Cust. Visits, Goal, Percentage met
  • Cust. Closed, Goal, Percentage met
  • Mo. Customers, Goal, Percentage met

By default, Sales Reps are organized alphabetically by first name.

The table can be searched, sorted, and filtered in the following ways:

  • Keyword search
  • Date (calendar date selection)
  • Licensed (dropdown):
    • Licensed
    • Unlicensed
  • Sort By (dropdown):
    • User
    • Sales
    • Gross Profit
    • GP Margin
    • Customers
    • Lines
    • Productive Calls
    • Total Calls
    • Call Duration
    • Lead Visits
    • Customer Visits
    • Quotes
    • Customers Closed
    • Monthly Customers
  • More Filters:
    • Role
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Disclaimer: Productive Calls are defined by Admins as a configured value and can be adjusted.


Teams Tab

The Teams tab displays existing teams' performance on a daily basis in a table with the following:

  • Team
  • Sales, Goal, Percentage met
  • Gross Profit, Goal, Percentage met
  • GP Margin, Goal, Percentage met
  • Quotes, Goal, Percentage met
  • Dy. Customers, Goal, Percentage met
  • LInes, Goal, Percentage met
  • Prod. Calls, Goal, Percentage met
  • Calls, Goal, Percentage met
  • Duration, Goal, Percentage met
  • Lead Visits, Goal, Percentage met
  • Cust. Visits, Goal, Percentage met
  • Cust. Closed, Goal, Percentage met

By default, Teams are organized alphabetically by name.

The table can be sorted and filtered in the following ways:

  • Date
  • Team (multi-select dropdown)
  • Sort By (dropdown):
    • Team
    • Sales
    • Gross Profit
    • GP Margin
    • Customers
    • Lines
    • Productive Calls
    • Total Calls
    • Call Duration
    • Lead Visits
    • Customer Visits
    • Quotes
    • Customers Closed

Companies Tab


The Companies tab displays company-wide performance on a daily basis in a table with the following:

  • Company
  • Sales, Goal, Percentage met
  • Gross Profit, Goal, Percentage met
  • Quotes, Goal, Percentage met
  • Dy. Customers, Goal, Percentage met
  • LInes, Goal, Percentage met
  • Prod. Calls, Goal, Percentage met
  • Calls, Goal, Percentage met
  • Duration, Goal, Percentage met
  • Lead Visits, Goal, Percentage met
  • Cust. Visits, Goal, Percentage met

The table can be sorted and filtered in the following ways:

  • Date
  • Company (multi-select dropdown)
  • Sort By (dropdown):
    • Company
    • Sales
    • Gross Profit
    • Customers
    • Lines
    • Productive Calls
    • Total Calls
    • Call Duration
    • Lead Visits
    • Customer Visits
    • Quotes

Link to Main Page

Main Page -- Reports

Updated 2 months ago

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