Sales Stats - Sales Rep (INSIGHTS)

Users: Sales managers, sales team leaders.

Goal: To track and manage the sales performance of individual sales team members.

Overview: The Sales Stats - Sales Rep Dashboard provides a visual representation of data related to sales statistics for each individual sales representative, such as the number of deals closed, revenue generated, and conversion rates. It also includes key performance indicators (KPIs) related to the sales process.

Features:

  1. Individual Performance Metrics: Displays the performance of each sales representative, including the number of deals closed, revenue generated, and conversion rates.
  2. KPI Tracking: Provides KPIs such as average deal size, sales cycle length, and win rate for each sales representative, helping sales managers assess their performance.
  3. Goal Tracking: Allows sales managers to set and track sales goals for each sales representative, helping them monitor progress and provide feedback.

Benefits:

  • Improved Sales Performance: Helps sales managers identify top performers and areas for improvement among their sales team members.
  • Targeted Coaching: Enables sales managers to provide targeted coaching and support to individual sales representatives based on their performance.
  • Data-Driven Decisions: Empowers sales managers to make informed decisions to optimize their sales strategies and improve overall sales performance.

Example Scenario:

John, a sales manager, uses the Sales Stats - Sales Rep Dashboard to track the performance of his sales team members. He notices that one of his sales representatives, Sarah, has a low conversion rate compared to other team members.

After further analysis, John discovers that Sarah is struggling with objection handling during sales calls. He provides Sarah with additional training and resources to improve her objection handling skills.

Thanks to the insights provided by the dashboard, John was able to identify the specific area where Sarah needed improvement and provide targeted support to help her improve her performance.

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.

 

CHAPTERS

Legend
    Landing Page
    Dashboard
Locating the INSIGHTS Dashboard
Logic
    Reports to validate with
Filter Options
Graphs/Widgets
    Activity by Sales Rep
    Activity by Sales Rep Details
    Sales Stats
Field Details

 

 

Legend

 

Landing Page

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Dashboard

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Locating the INSIGHTS Dashboard

  1. Click on the Analyze Tab
  2. Click on Insights
  3. Click on the Sales Folder
  4. Click on the Sales Stats - Sales Rep Dashboard
    Click here for information on setting up INSIGHTS Admin & Users

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Logic

A Sales Stats by Sales Rep Dashboard is a type of dashboard used by sales managers to track and manage the sales performance of their sales team members. It provides a visual representation of data related to sales statistics, such as the number of deals closed, revenue generated, and conversion rates, as well as key performance indicators (KPIs) related to the sales process, for each individual sales representative.

The dashboard can be used to help sales managers monitor the performance of their team members, identify areas where they need to improve, and make data-driven decisions to optimize their sales strategies.

All the fields to calculate the gross profit will be added to the Company Details.

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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.

  • User Activity
  • Recruiting Stats
  • Recruiting Stats Advanced
  • Talent Activities Reports for the activities

 

 

Filter Options

mceclip1.png 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   Name of the Company the job was created under.
Industry  

All available Company Industries, as from the "Company Profile" setup from link below

User Type   It is a role for the user (in Classic) from the bottom-most cell of the User Type column like  "Account Manager", "Service Rep", "Entered By", "Credit Analyst"
Sales Rep   This filter pulls from the Sales Rep on the Job Details page.
Activity Type

Applicant, Company, Contact, Financials, Gross Profit, Job, New Bios, Opportunity, Req, Web Applicant

Narrow down by job or contact activities
Activity Sub Type Accepted Offer, Declined, General, Hired, Interview, New Order, Nomination, Offer, Pipeline, Pipeline Decline, Update Open Positions Narrow down by the activity category: e.g. Pipeline stages, declines, applicant activities, etc.
Activity Name All available Activity names The type of activity logged.
User Active Type   It is a role for the user (in INSIGHTS) from the bottom-most cell of the User Type column like   "Account Manager", "Service Rep", "Entered By", "Credit Analyst"
Accounting Period Year   "Year" corresponding to the Transaction's Accounting Period Date
Accounting Period Quarter   "Quarter" corresponding to the Transaction's Accounting Period Date
Accounting Period Month   "Month" corresponding to the Transaction's Accounting Period Date
Accounting Period Week   "Week" corresponding to the Transaction's Accounting Period Date
Accounting Period Date List, Calendar, Ranges Transaction's Accounting Period Date

 

 

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.

Note: Some Widgets can have numerous columns and may not all fit on the screen.  Please use the scroll bar, at the bottom of the Widget, to see the additional columns.

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Activity by Sales Rep

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Activity by Sales Rep Details

Note: This Widget has numerous columns and may not all fit on the screen.  Please use the scroll bar, at the bottom of the Widget, to see the additional columns.

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Sales Stats

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Field Details

Field Name Description Located in Widget
Sales Rep  
Activity Count  
Activity Type  
Month  
Activity Key  
Activity Date  
Company  
Contact  
Activity Name  

 

 

 

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