Sales Goals / Sales Standings Dashboard

Owned by Stephanie Pepper (e-manage|ONE)
Jan 30, 2024
2 min read

The Sales Dashboard within e-manage|ONE is a specialized tool designed to provide a comprehensive view of your sales team's performance and progress. This section of the Dashboard is particularly focused on key sales metrics, offering an at-a-glance understanding of where your team stands in relation to their goals and targets. The Sales Dashboard is an essential component for sales managers and team members alike, offering insights that are crucial for strategic planning and performance evaluation.

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Utilizing the Sales Dashboard:

  1. Accessing the Sales Dashboard: To view the Sales Dashboard, simply navigate to the Dashboard Viewer within the e-manage|ONE application. Here, look for and click on the "Sales Standings" option. This action will bring up the Sales Dashboard, presenting you with a variety of sales-related metrics and data visualizations.

  2. Understanding the Leaderboard: One of the key features of the Sales Dashboard is the Sales Leaderboard. This interactive tool ranks salespeople based on their performance, providing a competitive overview of how each team member is performing against their peers. It's an excellent motivator and a clear way to acknowledge top performers.

  3. Tracking Sales Goal Progress: The Dashboard also displays Sales Goal Progress Year-To-Date (YTD). This feature allows you to quickly assess how each salesperson, or the team as a whole, is performing in relation to their set goals. It's an effective way to monitor progress and identify areas where additional focus or support may be needed.

  4. Analyzing Bookings by Year: Another valuable component is the visualization of Bookings by Year. This aspect of the Dashboard offers insights into the sales trends over different years, helping you to understand long-term patterns and seasonal fluctuations in sales performance.

  5. Reviewing the Sales Forecast: Lastly, the Sales Forecast feature provides a forward-looking perspective, giving you an estimate of expected sales based on current data and trends. This is crucial for planning and resource allocation, ensuring that your team is prepared to meet future demands.

The Sales Dashboard in e-manage|ONE is a powerful tool, bringing together critical sales metrics in a user-friendly and interactive format. By regularly reviewing this Dashboard, sales managers and team members can stay informed about their performance, celebrate successes, and strategically plan for future sales endeavors.