Salesperson dashboard tracking their daily/MTD activity and performance.
gathering votes
B
Barrett McAlister
Each salesperson needs their own performance dashboard that shows their lead count, response times, closing percentage, videos sent, deals delivered and monthly tracking. I understand this info is available across several reports, but it needs to be user specific, easily accessible, and easy for them to understand.
Frankly I have a hard time understanding why this doesn't already exist, DC is the only CRM I have ever used that doesn't have it.
Jonathan Schultz
gathering votes
K
Ken Blair
Very true. They also need to be able to look at a calendar and see what they have scheduled for the month for follow up. My floor found that invaluable in eLeads.
D
Dave Stalvey
I agree. Calls,texts,email.video and total leads take. Similar to the daily activity dashboard.
Shelby Parker
Hey Barrett McAlister, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on the specific metrics you would like to see in the performance dashboard?
- What is the frequency of update you expect for these metrics on the dashboard?
- Are there any specific features or functionalities you have seen in other CRM tools that you would like us to incorporate in the dashboard?
B
Barrett McAlister
Shelby Parker I guess that reply was powered by ChatGPT since I already listed the metrics that need to be displayed lol.
- It needs to contain the salesperson's activity and performance:
Activity: Calls, emails, text, videos
Opportunities: Internet, phone, lot-up, campaign
Performance: response times, delivered deals, closing %, sales pacing, open activities, overdue activities, and completed activities.
There has to be some visualization: pie charts bar graphs, widgets with large numbers etc. Salespeople have a very short attention span and have no interest in looking at spreadsheets.
- It has to be in real time! Not only to salespeople need to see what they have completed and still needs to be done, but their manager needs to be able to see it for coaching.
I know most of these things exist in various reports, but everything they need to see should be in one place and is easy to understand.
- Having some aspect of competition works well. Things like video count, video engagement and internet lead response times compared to other people in the dealership and to salespeople at other dealerships is fantastic.