Analytics for User Roles

Prebuilt analytics let you get analytics out to your users right away. You can set up these analytics so that your sales or service user roles see their own data when they log in.

Here are some analytics for sales roles:

• Sales Representatives - performance, opportunities, pipeline, leads, and quota analytics

• Sales Managers - team analytics including activities, leads, performance, opportunities, quota, and performance

• Channel Account Managers - MDF Requests, deal registration, partner status, opportunities, pipeline, partner performance, and quota analytics

• Sales Executive - team leads and executive analytics including, actual vs. quota, forecast vs. quota, top open opportunities, sales stage by age, forecasting, performance, and service request

• Channel Sales Manager - MDF requests, open pipeline, stalled opportunities, partner business plan objectives, partner hierarchy analytics.

• Partner Sales Representative - stalled opportunities and top open opportunities analytics

Here are some analytics examples for specific user roles. These are for Sales Representatives to see their opportunities and pipeline.

Here are some analytics for service roles:

• Customer Service Representative - personal performance, pending tasks, compliance, queues, action plans, work order analytics.

• Customer Service Manager - agent performance, compliance, interactions, queues, channels, action plans, work orders, email, social post analytics.

• Human Resource Help Desk Agent - personal performance, pending tasks, compliance, queue analytics.

• Human Resource Help Desk Manager - agent performance, compliance interaction, queues, email analytics.