Salesperson Dashboard
2.6 هزار بار بازدید -
6 سال پیش
-
Powered by DataSelf Analytics data
Powered by DataSelf Analytics data warehousing and Tableau, this dashboard shows critical information to salespeople.
Try it out at https://dataself.com/cloud-trial/
The left side has metrics about their performance. It's showing sales velocity, but this can be easily customized. Front and center, are the salesperson’s to-dos for today. This can be CRM opportunities or other tasks such as quotes. Top right has sales and commission accumulated for the last 2 months by day. This dashboard provides lots of drill down options. Clicking on Customers will show their invoice details, products sold and YoY sales trends. Selecting a customer filters all quadrants of this page.
If I see something important and I need to contact this customer. I just select their name and click Email or Call Customer. And yes, doing this on a mobile device, this will call the customer right off the bat! What if I want to see this invoice in the ERP system? Well, you just click the invoice number and voila! This feature is usually available out of the box for web-based systems like Acumatica or Salesforce. Back to the main page, we have these buttons for hot and getting cold performers. The question is, who’s hot? What products and areas of the country are hot. By the same token, which clients, products, and areas are getting cold. They are no longer driving lots of business.
About DataSelf:
DataSelf Analytics is an enterprise-level analytics platform designed for every business intelligence user. It’s self-service BI at an SMB price. We start with the best technology, such as Tableau and Power BI for data discovery and visualization, DataSelf’s own data warehouse, and Microsoft BI for the back-end. Then we simplify where necessary, and we amplify by integrating everything and adding our 5000-plus out-of-the-box templates for reports, dashboards, and KPIs.
DataSelf has preconfigured solutions for systems such as Acumatica, Epicor, Everest Software, Infor CRM (SalesLogix), Microsoft Dynamics 365, Dynamics AX, Dynamics CRM, Dynamics GP, Dynamics NAV, Dynamics SL, NetSuite, Sage 100 (MAS 90 / MAS 200), Sage 300 (Accpac), Sage 500 (MAS 500), Sage CRM, Sage Pro, Sage X3, Salesforce, SAP Business One, Syspro, SugarCRM, xTuple, and other systems.
For more information: www.dataself.com
Try it out at https://dataself.com/cloud-trial/
The left side has metrics about their performance. It's showing sales velocity, but this can be easily customized. Front and center, are the salesperson’s to-dos for today. This can be CRM opportunities or other tasks such as quotes. Top right has sales and commission accumulated for the last 2 months by day. This dashboard provides lots of drill down options. Clicking on Customers will show their invoice details, products sold and YoY sales trends. Selecting a customer filters all quadrants of this page.
If I see something important and I need to contact this customer. I just select their name and click Email or Call Customer. And yes, doing this on a mobile device, this will call the customer right off the bat! What if I want to see this invoice in the ERP system? Well, you just click the invoice number and voila! This feature is usually available out of the box for web-based systems like Acumatica or Salesforce. Back to the main page, we have these buttons for hot and getting cold performers. The question is, who’s hot? What products and areas of the country are hot. By the same token, which clients, products, and areas are getting cold. They are no longer driving lots of business.
About DataSelf:
DataSelf Analytics is an enterprise-level analytics platform designed for every business intelligence user. It’s self-service BI at an SMB price. We start with the best technology, such as Tableau and Power BI for data discovery and visualization, DataSelf’s own data warehouse, and Microsoft BI for the back-end. Then we simplify where necessary, and we amplify by integrating everything and adding our 5000-plus out-of-the-box templates for reports, dashboards, and KPIs.
DataSelf has preconfigured solutions for systems such as Acumatica, Epicor, Everest Software, Infor CRM (SalesLogix), Microsoft Dynamics 365, Dynamics AX, Dynamics CRM, Dynamics GP, Dynamics NAV, Dynamics SL, NetSuite, Sage 100 (MAS 90 / MAS 200), Sage 300 (Accpac), Sage 500 (MAS 500), Sage CRM, Sage Pro, Sage X3, Salesforce, SAP Business One, Syspro, SugarCRM, xTuple, and other systems.
For more information: www.dataself.com
6 سال پیش
در تاریخ 1397/03/06 منتشر شده
است.
2,636
بـار بازدید شده