We’ve discussed dynamic dashboards, an out-of-the-box Selltis feature not found in other popular CRM software. We also recently discussed exception reporting – not just looking at a trend, but diving deeper to learn of underlying issues, such as “Are leads followed up in a timely manner?”
Today, let’s talk about goals, and specifically setting and tracking sales goals in dashboards. When looking at a trend/exception report, you can manage your business better by seeing at-a-glance not only if the trend is improving, but how it looks compared with the set metrics.
In Selltis, we can set goals for any category, but the most common are by user, territory, or division. View this data in dashboards that include lag measures such as quotes and orders, and lead measures, such as opportunities forecast, or number of sales visits.
What’s most impressive is that we can set goals for two (or more) metrics. For example, we could set opportunity forecast goals for a user and a product group. The results of entering and maintaining a little bit of data will give you powerful analytic tools for managing your business.
Here are a couple of examples:
In this first example, the team is emphasizing sales for a new product line. How is the user doing against the goal we’ve set? The dashboard shows a forecast for a user and a product (red line). You can change the view based on user and product (on the left).
Here the goals are again displayed with red dotted lines. We would expect the spike in sales visits for a user to drive a spike of opportunities input within a short period of time:
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