SALES METRICS

PROJECT DETAILS

PROBLEM: Sales and Account Representatives manage many different customers and accounts with different local Agents. Need to motivate team to increase revenue across the sales lifecycle.

SOLUTION: Setup an import from CRM weekly to a data tab then parse out to reports comparing performance of each team member by KPIs: Leads, Hours, Revenue, Goal. Then determine bonus payouts.

FEATURES: Alerts Report for acccounts that need attention based on production timeframes. Historical Report that breaks down last 18 months of Leads/Revenue by Account Manager and Agents/Companies and track the Closing Ratio trend.