Greg Jenkins - Functional Dashboards for Sales Reps and Managers
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The document discusses the importance of implementing uniform dashboards and reporting for sales reps and managers. It provides examples of widgets and reports that can be included on dashboards to help reps track tasks, opportunities, forecasts, and key metrics. The document also gives examples of manager-level reports for monitoring team performance, bottlenecks, conversion rates, and opportunity forecasts. It emphasizes that collecting and reporting on the right metrics enables continuous improvement.
Greg Jenkins - Functional Dashboards for Sales Reps and Managers
- 1. The Ultimate Event for Small Business Success. Keeping Score: Dashboards and Reporting for Sales Reps and Managers Greg Jenkins Live Trainer, Infusionsoft @InfusionGreg
- 2. The Ultimate Event for Small Business Success.
- 3. The Ultimate Event for Small Business Success.
- 4. The Ultimate Event for Small Business Success.
- 5. The Ultimate Event for Small Business Success. What do players focus on? What do coaches focus on? What do you focus on?
- 6. The Ultimate Event for Small Business Success. That which is measured, improves.
- 7. The Ultimate Event for Small Business Success. Sales Rep Dashboards Effective reporting begins with consistency. @InfusionGreg
- 8. The Ultimate Event for Small Business Success.
- 9. The Ultimate Event for Small Business Success.
- 10. The Ultimate Event for Small Business Success.
- 11. The Ultimate Event for Small Business Success. 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
- 12. The Ultimate Event for Small Business Success. Implement uniform dashboards to improve consistency.
- 13. The Ultimate Event for Small Business Success. 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?
- 14. The Ultimate Event for Small Business Success. 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 Stages Widget Active Opportunities
- 15. The Ultimate Event for Small Business Success.
- 16. The Ultimate Event for Small Business Success. Why am I off on my forecasting?
- 17. The Ultimate Event for Small Business Success.
- 18. The Ultimate Event for Small Business Success.
- 19. The Ultimate Event for Small Business Success.
- 20. The Ultimate Event for Small Business Success.
- 21. The Ultimate Event for Small Business Success. Focus on these for more accurate forecasting.
- 22. The Ultimate Event for Small Business Success. http://insft.co/Jenkins1 Resource One
- 23. The Ultimate Event for Small Business Success. Do this. @InfusionGreg
- 24. The Ultimate Event for Small Business Success. Greater clarity into your processes will translate directly into more money in your pockets. @InfusionGreg
- 25. The Ultimate Event for Small Business Success. Sales Manager Reporting How is my team performing? @InfusionGreg
- 26. The Ultimate Event for Small Business Success.
- 27. The Ultimate Event for Small Business Success.
- 28. The Ultimate Event for Small Business Success. 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?
- 29. The Ultimate Event for Small Business Success. Where are my cold opportunities?
- 30. The Ultimate Event for Small Business Success.
- 31. The Ultimate Event for Small Business Success.
- 32. The Ultimate Event for Small Business Success. Where are my bottlenecks?
- 33. The Ultimate Event for Small Business Success.
- 34. The Ultimate Event for Small Business Success. 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.
- 35. The Ultimate Event for Small Business Success. Opportunity Revenue Forecast How much are we going to make? And when will it close?
- 36. The Ultimate Event for Small Business Success.
- 37. The Ultimate Event for Small Business Success.
- 38. The Ultimate Event for Small Business Success.
- 39. The Ultimate Event for Small Business Success. Start gathering information before you need it. So you have it when you want it.
- 40. The Ultimate Event for Small Business Success. http://insft.co/Jenkins2 Resource Two
- 41. The Ultimate Event for Small Business Success. Do this. @InfusionGreg
- 42. The Ultimate Event for Small Business Success. Bonus Goodies @InfusionGreg
- 43. The Ultimate Event for Small Business Success. Custom Dashboard Reporting
- 44. The Ultimate Event for Small Business Success. Custom Dashboard Reporting
- 45. The Ultimate Event for Small Business Success. Reporting in your Inbox
- 46. The Ultimate Event for Small Business Success.
- 47. The Ultimate Event for Small Business Success. Edit Criteria/Columns
- 48. The Ultimate Event for Small Business Success. Edit Criteria/Columns Static vs Dynamic
- 49. The Ultimate Event for Small Business Success. Edit Criteria/Columns Static vs Dynamic Search vs Report
- 50. The Ultimate Event for Small Business Success. 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.
- 51. The Ultimate Event for Small Business Success. Do this. @InfusionGreg
- 52. The Ultimate Event for Small Business Success. http://insft.co/Jenkins2 http://insft.co/Jenkins1 Resources
- 53. The Ultimate Event for Small Business Success. That which is measured improves. That which is measured and improves exponentially.
- 54. The Ultimate Event for Small Business Success. Thank You @InfusionGreg