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.
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.
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
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
Main Page -- Reports
Updated about 1 month ago