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Topics#Reports & DashboardsDomanda di Christine Saxon
Christine Saxon ha fatto una domanda in #Reports & Dashboards
23 lug 2012, 17:20

Sales Performance Score Card

We're preparing to implement a peformance score card for sales reps and I wanted to know if anyone has implemented such with Snapshots and if they could reccomend any best practices/approaches

 

We need to capture all of the following each month end :

 

Region

 

-- Market

 

---User

 

(Current -Lead Funnel Data)

 

# of Leads Scored  <25

 

# of Leads Scored  >25

 

# Leads by Status -Not yet Contacted, Attempting Contact, Working, Qualified, Unqualified

 

# Leads by Unqualified Reason - reason a, reason b, reason c

 

(Last Month -Activity Goal Data) 

 

# Cold Calls as % to Goal

 

# Scheduled Sales Meeting as % to Goal

 

# of Proposals as % to Goal

 

# of Won Opportunities as % to Goal

 

(Current  -Pipeline Data) 

 

# Opportunites by Stage - reason a, reason b, reason c

 

Any/All feedback greatly appreciated!
1 risposta
  1. Trevor Krieg (Corelight)
    8 feb 2021, 14:54
    we just get up dashboards and referenced whatever we wanted and then used a drop down filter based on the user. You could also set it up as a dynamic dashboard so that anyone viewing it would only see the info related to them. 
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