Greg Jenkins - Functional Dashboards for Sales Reps and Managers

The Ultimate Event for Small Business Success.

Keeping Score:Dashboards and Reporting for Sales Reps and Managers

Greg JenkinsLive Trainer, Infusionsoft@InfusionGreg


What do players focus on?

What do coaches focus on?

What do you focus on?


That which is measured, improves.


Sales Rep DashboardsEffective reporting begins with consistency.

@InfusionGreg


You can’t report on a Sales Team if they aren’t using the pipeline properly.

Use this guide to set up uniform dashboards for all your Sales Reps


Implement uniform dashboards to improve consistency.


Who am I meeting with

today?What do I have to

do?

What is behind schedule?

How does my pipeline look?

Who am I working with

currently?


Who am I meeting with

today?What do I have to

do?

What is behind schedule?

How does my pipeline look?

Who am I working with

currently?

Appointments Widget

Tasks Widget

Overdue Opportunities

Pipeline StagesWidget

Active Opportunities


Why am I off on my forecasting?


Focus on these for more accurate

forecasting.


http://insft.co/Jenkins1

Resource One


Do this.

@InfusionGreg


Greater clarity into your processes will translate directly

into more money in your pockets.

@InfusionGreg


Sales Manager ReportingHow is my team performing?

@InfusionGreg


What tasks aren’t being completed?

How active are my reps?

Where are my cold opportunities?

What do you want to know?

Where are my bottlenecks?

What else?


Where are my cold opportunities?


Where are my bottlenecks?


Sales Rep Conversion Percentage

Call History Summary

Sales Cycle Report

Measures a reps ability to move leads from stage to stage through the pipeline.

Gives you insight so you can see which of your reps are properly working their opportunities, and which need help.

How long it takes a rep to move someone to either a win or loss stage.


Opportunity Revenue ForecastHow much are we going to make? And when will it close?


Start gathering information before you need it. So you have it when you want it.



Resource Two


Do this.

@InfusionGreg


Bonus Goodie

s@InfusionGreg


Custom Dashboard Reporting


Reporting in your Inbox


Edit Criteria/Columns



Static vs Dynamic



Static vs Dynamic

Search vs Report


The ratio of people who take action to those who don’t, is

the same as the ratio of people who succeed to those

who don’t.


Do this.

@InfusionGreg




Resources


That which is measured improves. That which is measured and reported improves exponentially.


Thank You

@InfusionGreg

Greg Jenkins - Functional Dashboards for Sales Reps and Managers

Sales

Transcript of Greg Jenkins - Functional Dashboards for Sales Reps and Managers