Users: Sales managers, sales teams, and executives.
Goal: To track and manage sales activities and performance.
Overview: The Sales Stats Activities Dashboard provides a visual representation of data related to sales statistics and activities, such as the number of calls made, emails sent, meetings held, and deals closed. It also includes key performance indicators (KPIs) related to the sales process.
Features:
- Activity Tracking: Displays the number of calls made, emails sent, meetings held, and other sales activities, allowing users to track their sales activities.
- Performance Metrics: Provides metrics such as conversion rates, average deal size, and sales cycle length, helping sales teams assess their performance.
Benefits:
- Improved Sales Performance: Helps sales teams monitor their progress towards meeting sales goals and identify areas for improvement.
- Better Activity Management: Enables sales teams to identify which sales activities are most effective and prioritize them accordingly.
- Data-Driven Decisions: Empowers sales teams to make informed decisions to optimize their sales strategies.
Example Scenario:
John, a sales manager, uses the Sales Stats Activities Dashboard to monitor his team's performance. He notices that there is a high number of calls made by one of his sales representatives, but a small number of deals closed.
After further analysis, John discovers that the sales representative is spending too much time on calls with low-quality leads. He provides additional training to help the sales representative qualify leads more effectively, which leads to an increase in the number of deals closed.
Thanks to the insights provided by the dashboard, John was able to improve his team's sales performance and meet their sales goals more effectively.
Note: Users for Business Intelligence prior to 2022, please contact your Account Manager.
|
Click on the links below for more information:
If you don't have access to INSIGHTS, please reach out to your Account Manager. |
CHAPTERSLegend |
Legend
Landing Page
Dashboard
Locating the INSIGHTS Dashboard
- Click on the Analyze Tab
- Click on Insights
- Click on the Sales Folder
- Click on the Sales Stats - Activities Dashboard
Click here for information on setting up INSIGHTS Admin & Users
Logic
A Sales Stats Activities Dashboard is a type of dashboard used by sales teams to track and manage their sales activities and performance. It provides a visual representation of data related to sales statistics and activities, such as the number of calls made, emails sent, meetings held, and deals closed, as well as key performance indicators (KPIs) related to the sales process.
The dashboard can be used to help sales teams monitor their progress towards meeting sales goals and identify areas where they need to improve. By analyzing the data provided by the dashboard, sales teams can identify which sales activities are most effective and which ones need more attention, allowing them to make data-driven decisions to improve their sales strategies.
All the fields to calculate the gross profit will be added to the Company Details.
- Click here to go to the Field Details section
- Click here for more information on the Gross Profit Report
Reports to validate with
Note: Reports in Back Office may have different Filter options.
Example: Back Office may have, or use, a filter for Check Date.
- Active Contractor Report for placements
- User Activity
- Recruiting Stats
- Recruiting Stats Advanced
- Talent Activities Reports for the activities
Filter Options
| Filter Name | Options | Description | |
| Employer |
All available Employers/Suppliers
|
All available Employer | |
| Region |
All available Regions/Suppliers
|
All available Regions; Use this in filter to refine Region of Transaction | |
| Office |
All available Offices/Branches
|
All available Offices. Use this in filter to refine Office of Transaction. | |
| Company |
All available Company/Customers |
Name of the Company the job was created under. | |
| Industry |
|
All available Company Industries, as from the "Company Profile" setup from link below |
|
| Job Type |
Table Editor: Job Type |
All available Job Types | |
| Week Ending Year | "Year" related to "Week Ending" | ||
| Week Ending Quarter | "Quarter" related to "Week Ending" | ||
| Week Ending Month | "Month" related to "Week Ending" | ||
| Week Ending Week | "Week" related to "Week Ending" |
Graphs/Widgets
The entire Report is called a Dashboard. A Dashboard can have several Widgets, which are the individual Graphs, Charts, or Details. Below is an example of the Sales Gross Profit Dashboard.
Activities by Week
Submittal to Placement Ratio for Activity Date
# of Submittals / # of Placements
Top 10 Client Activities by Placement Ratio
Activities by Company
Activities by Region
Activities by Office
Field Details
- Click here to go to the Sales Folder (list of Dashboards)
- Click here for more information on Terms and Filters (INSIGHTS)
- Click here for more information on System Terms (Glossary)
| Field Name | Description | Located in Widget |
| Activity Count | ||
| # of Job Orders | # of Job Orders in date range selected looking at the ReqDate | |
| # of Unique Pipelines | # of unique pipeline records by looking at the talent and job IDs in date range selected looking at the PipeDate. | |
| # of Submittals | # of submitted records in date range selected looking at Nom_Date | |
| # of Unique Interviews | # of unique interviews by looking at the talent and job IDs (Nomination Stage with Item Type = Interview) looking at Act_Date |
|
| # of Placements | # of placements in the date range selected looking at Hired_Date | |
| Company | ||
| Subs to Placement Ratio | # of Submittals / # of Placements | |
| Region | ||
| Job Office | ||
| Placement Ratio | ||
| Placement % |
Comments
0 commentsPlease sign in to leave a comment.