Use Sales Infolets

As administrator and salesperson, stay up to date with performance using reporting and analytics capabilities through a dashboard. You can use infolets on Sales Infolets page to view important metrics related to appointments, accounts, promotions, tasks, and sales performance.

You can click an infolet for details of the related account-specific transactional data.

Sales vs Target

This infolet shows a summary of the sales from all the orders vs the sales target and the resulting gap depending on the sales made. The detailed report for the sales manager shows the sales vs target and the target gap for the current quarter. You can see the report for the sales manager and salesperson.

Note:

The Sales vs Target infolet doesn't have a detailed report.

Visits vs Target

This infolet shows scheduled store visits vs completed store visits in the current quarter. The detailed report shows visits vs targets vs gap on a monthly basis. A bar takes you to a list view of all the records for the bar.

In-flight Promotions

The promotions that have resulted in orders are In-flight promotions. This infolet shows the count of promotions and total order amount in the current quarter. The detailed report shows a monthly breakdown of the total order amount generated. A detailed report gives a list of the order items from in-flight promotions for the month.

Sales Trend

This infolet shows all the orders and the amount generated from all the orders for the current quarter. The detailed report shows the monthly sales amount chart compared to the same period the previous year. A detailed report gives a list of the orders in the month.

Accounts

This infolet shows the count of managed accounts and count of accounts meeting the per-account sales targets for the current month. Define Meeting targets as the total order amount for the month which is greater than or equal to the per-account sales target for the month. If there is no per-account sales target for the month, it's considered as meeting the target.

The detail report has a list of managed accounts with total order amount and per-account sales target for each account in the current month. A detailed report lists all orders for the selected account.

Eligible Promotions

This infolet shows a count of eligible promotions in the current quarter. Eligible Promotion is a promotion that's active for at least one day in the quarter. Eligible promotions also include all in-flight promotions. Eligible promotions are available for order capture.

The Detail report lists down the accounts with count of eligible promotions for each account. A detail report lists all the eligible promotions for the selected account.

For more information about working with analytics and reports, see Using Analytics and Reports guide.

Other Infolets

In addition to the infolets on the dashboard, the following infolets are available on the Overview subtab of Account:

• Promotions: Shows the count of promotions that are active in the current week.

• Orders: Shows the count of orders placed in the current week.