The dashboards

Context

The team manager defines objectives for each salesperson for the year.

In order to be efficient and effective this year, he has defined four areas of focus:

The number of actions performed by the sales person, such as calls (incoming and/or outgoing), marketing targeting, orders, quotes, important emails, opt-ins and opt-outs, complaints, follow-ups, appointments, tasks, and receipts.

The number of appointments made by the sales person

The amount of quotes created by the sales person

The amount of orders validated by the sales representative

He will establish a certain monthly threshold for each sales person for each axis.

Each threshold is defined based on the annual target, after which the monthly targets can be adjusted one by one.

The manager will then be able to view the progress and effectiveness of each sales person for the month, as well as for the year, on a dashboard.

Implementation in Simax

Composition of the sales team

Go to the employee file, [Team], and add the sales team to the list.

HR > Employees > Employees.

Annual target

To set annual targets: CRM > Targets > Annual sales targets, if you don't have one yet this year, you can [[New]].

Choose the sales person, the number of actions, appointments, quotes and orders to be reached in the year.

In [ Dispatch ], you'll see the monthly dispatch of the targets you've set.

Monthly targets

To get the monthly targets, you can go to CRM > Targets > Monthly sales targets.

You can filter by salesperson or date.

Sales dashboard

Each employee, every time they open their Simax, has access to their dashboard to see where they stand in relation to the targets set (see 3.2.3 and 3.2.1).

They can also access it from Sales > Sales dashboard.

CRM dashboard

We can get an overview for the entire team in CRM > CRM dashboard.

For each sales person, double-clicking on their results will take you to a more detailed table.