KPIs - Month

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

Users Tab

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

• User (Sales Rep name; hyperlink to Accounts Sold and Items Sold - see below)
• 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. Selecting on the name hyperlink navigates to the Accounts Sold and Items Sold details for a given Sales Rep.

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

• Keyword search
• Period (dropdown; sales performance data for the current month and previous 11 months)
• 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.

Accounts Sold

The Accounts Sold page data can be filtered by Start and End dates. The default start and end dates capture performance month-to-date.

The information displayed on the Accounts Sold page includes:

• Client (hyperlink to client details), Address
• Last Invoice Date
• Last Call Date
• Total Sold

Items Sold

The Items Sold page data can be filtered the same way as Accounts Sold.

The information displayed on the Items Sold page includes:

• Item # (hyperlink to additional item details)
• Item Name (hyperlink to additional details), Brand Equivalent, Manufacturer
• Size, Strength
• Total Sales Amount
• Total Sales Quantity
• Number of Customers
• Current On-Hand Quantity

Note: By default, items are listed alphabetically by name.

Teams Tab

The Teams tab includes existing teams' performance 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:

• Period (dropdown; sales performance data for the current month and previous 11 months)
• 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 in a table with the following:

• Company
• 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

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

• Period (dropdown; sales performance data for the current month and previous 11 months)
• 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