SalesLogix Dashboards enable a Sales Representative or Manager to start their day by looking at the elements most important to them: their daily activities and past due items, pipeline and closed deals. With the drill down capability, one can dissect the information to analyze the relationships and variables.
The Profiling Solutions Enhanced Dashboards takes a different approach. We do not want end-users drilling into relationships or becoming analysts. Instead, representatives need to understand and benchmark their performance in order to be motivated. Good representatives are competitive by nature strive to improve their performance and the enhanced Profiling Solutions Dashboard provides that feedback.
The bundle was written in the SalesLogix Architect and completely customizable to your system.
MANAGEMENT NOTE
On the top right, the administrator or a user, given sufficient permissions, can leave a message for Sales Team. Sales Managers can leave personalized messages for team members who report to them.
ACTIVITY SUMMARY
Defaulted to the currently logged in user, but selectable for a different user, team or Everyone; the activity summary provides a time series snapshot of the sales effort, as measured by completed history, and volume added to the funnel.
ACTIVITY COMPARE
Defaulted to the display the individuals peers (the managers direct reports or other users who share the same manager), this snapshot allows the user to compare their effort to those of their peers. The content measures the level of effort by the sales representatives: how many communications occurred, the unique number of accounts contacted (touched) and the contributions made to maintaining/enhancing the system. When combined with Opportunity Compare, one can demonstrate the correlation between effort and results.
OPPORTUNITY COMPARE
Defaulted to the display the individuals peers (the managers direct reports or other users who share the same manager), this snapshot allows the user to compare the sales volume and pipeline versus their peers. This dashboard includes a Group filter for analysis of targeted programs.
TOP 10 OPPS
This tab provides a list of the 10 opportunities for the user. Expand the number of opportunities or add a new tab for new Leads or Support Tickets. We want to make information obvious and available for the user.
OTHER ENHANCEMENTS
The default data points displayed is 5. We have expanded this number 30 before being group as “Other”.
Instead of showing Two Graphs per metric, we have simplified it to display just one but expanded for greater detail.
Supports a global message and message that a manager can set per user.
SUPPORTED VERSIONS
Sage SalesLogix 7.5.2 LAN Client and greater
Sage SalesLogix 7.5.2 Web Client and greater — COMING SOON!
