bdc vs sales
T
Tim Brackenbury
breakdown of all appointments that are created, set, show and sell. Separated between bdc dept and sales team
Shelby Parker
Thanks for sharing this, Tim Brackenbury — this kind of breakdown can be really helpful for tracking performance across teams. Just to make sure we’re designing it the way you expect, can you clarify a couple things: for “created / set / show / sell,” what do each of those stages mean in your workflow (e.g., what’s the difference between created vs set, and what qualifies as a show and a sell)? Also, how should we attribute an appointment to BDC vs Sales — by who created it, who confirmed it, who worked the showroom visit, or another rule? And lastly, what’s the main goal for this view (day-to-day tracking, monthly reporting, pay plan/commission, coaching, etc.), and what time range do you usually look at?