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KPIs Daily

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Description

The “KPIs - Daily” page shows admins and sales managers how sales reps are doing with their larger goals but broken down into a daily portion.

A dropdown calendar allows users to select a specific date to investigate. A “Sort by” drop down menu allows users to sort by:

  • Sales Rep Name
  • Sales
  • Customers
  • Lines
  • Productive Calls
  • Total Calls
  • Call Duration

Each entry on the KPIs – Daily page displays the following information:

  • User
  • Month to Date Sales, Goal, Percentage met
  • Month to Date GP, Goal, Percentage met
  • Sales, Goal, Percentage met
  • Outside GP, Goal, Percentage met
  • Total GP
  • Quotes, Goal, Percentage met
  • Unique Customers, Goal, Percentage met
  • Lines, Goal, Percentage met
  • Productive Calls, Goal, Percentage met
  • Calls, Goal, Percentage met
  • Call Duration, Goal, Percentage met
  • Lead Visits, Goal, Percentage met
  • Customer Visits, Goal, Percentage met
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KPIs - Daily

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Main Page -- Reports

Updated 3 months ago