This chapter covers the following topics:
The My Sales Performance dashboard provides comprehensive sales performance reports of a salesperson using the snapshot, performance metric, and earning dashboards for a given period of time.
These dashboards assist in providing sales performance feedback to drive and align sales individuals. By providing transparency and building trust in commission accuracy, these sales performance reports subsequently help in improved sales morale, sales productivity when focus is on selling not on disputes. You can also view the total values.
The Snapshot Dashboard provides a snapshot of the most critical sales performance data points for a representative. It displays period to date and year to date sales values. You can also view the % achieved PTD and YTD sales as dials. It also provides a comprehensive table
The Snapshot uses the following dimensions:
Time
The Performance Metrics provides users the metric PTD & YTD trending in the form of Trellis charts for the past 12 months, sales, and the percentage of sales achieved. You can also view this data in tabular form. When you select a metric and drill it down, you can view the summary and earnings for the metric.
The Performance Metrics uses the following dimensions:
Time
The earnings dashboard provides information similar to a credit card statement where you can view the begin balance, new earnings from the period, payments from the period and the ending balance. The dashboard also displays the transactions that make up the earnings and payments.
The Earnings uses the following dimensions:
Time