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

📘

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