KPIs Month

Description

The “KPIs - Month” page reflects Key Performance Indicators and shows admins and sales managers their sales reps' performance on a monthly basis. This allows users to get a sense of the sales performance of various team members over a larger time scale.

A dropdown menu at the top of the page allows the user to select the desired month to investigate. Users can view sales performance data for the current month and previous 11 months.

The displayed information includes:

User Name (hyperlink to Accounts Sold and Items Sold)
Sales, Goal, Percentage met
Outside GP, Goal, Percentage met
Total GP
Quotes, Goal, Percentage met
Number of unique customers, Goal, Percentage met
Number of 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

Disclaimer: Productive Calls are defined by Admins as a configured value and can be adjusted.

The User column lists the sales reps in your organization alphabetically by first name. Clicking on the name hyperlink navigates to the Accounts Sold and Items Sold details for a given sales rep.

The Accounts Sold page data can be filtered by Start and End dates. The default start and end dates are the past two weeks.

The information displayed on the Accounts Sold page includes:

Client Address (hyperlink to additional client details)
Last Order Date
Last Invoice Date
Last Call Date
Total Sold

The Items Sold page data can be filtered by Start and End dates. The default start and end dates are the past two weeks.

The information displayed on the Items Sold page includes:

Item Number (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: Items are listed alphabetically by name.

Link to Main Page

Main Page -- Reports