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Activity panel – Salesbox dictionary part 4

The Activity panel – Salesbox dictionary part 4

 

In the Activity panel, also known as The running man, you can:

 

– See UPCOMING Tasks and Appointment

– See QUICK STATS

– Compete with colleagues in RECORDS

 

The Activity panel unfolds when clicking ‘the running man’ in the top right corner of Salesbox.

This is the Salesbox dictionary part 4

 

 

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LEADS TO DEALS VIDEO

UPCOMING:

In UPCOMING you can see the Tasks and Appointments that due the current week.

Regularly checking UPCOMING is a great way to get a quick overview of the active Tasks and Appointments your week is filled with.

The Tasks and Appointments are clickable. Click them to get to the Profile level where you can find further information about the activities.

SALESBOX DICTIONARY PART 1

QUICK STATS:

QUICK STATS is a comprehensive panel where you will find valuable information neatly presented with color tags and diagrams. The activity panel can be viewed on Company, Unit or individual User level.

The top 3 SALES circles are clickable. Click them to find further statistics. For example, click Closed to find Target and GAP.

The mid section is for OPPORTUNITIES.

Here you will find Priority level, Prioritzed, Missing Opportunities, Win ratio and Pipe progress.

In the WORKLOAD PER WEEK section you will find your current work load with respect to the required workload. The required workload is what the Sales GPS has calculated when scanning your previous performance and behavior.

SALES:

Closed = Closed sales

Target = The sales target

GAP = Target-Closed

Gross pipe = Current potential sales of pipeline

Weighted pipe = The weighted value of the total pipeline

Missing pipe = Gross pipe-Weighted pipe

Deal size = Medium deal size

Copmany = Medium deal size on Copmany level

OPPORTUNITIES:

Priority level = The size of deals you should prioritize according to Company average and your personal performance history.

Prioritized = How many Opportunities Salesbox calculates as prioritized for the current fiscal year.

Missing (Opportunity bar) = how many additional Opportunities you need in your pipeline to reach your Sales target.

Win ratio = How many of your Opportunities you win.

WORKLOAD PER WEEK

Dials = The number to the right displays the needed No. of Dials per week, to reach the sales target. The bar indicates indicates your progress.

Calls = The number to the right displays the needed No. of Calls per week, to reach the sales target. The bar indicates indicates your progress.

Appointments = The number to the right displays the needed No. of Appointments per week, to reach the sales target. The bar indicates indicates your progress.

If the bar is green it means you are on par or have beaten the target. When having beaten the target the number indicates only the progress, not the target.

Hours = Number of work hours per week needed to reach the sales target.

Weeks to go = No. of weeks/days in the selected time frame. The bar indicates how many of the weeks/days that have passed.

 

The color of the bar indicates your progress with respect to the target.

Green = on par or beyond

Yellow = pick up the pace or you will get the:

Red = you are most likely to miss the taget.

SALESBOX DICTIONARY PART 2

RECORDS:

RECORDS in the gameification feature in Salesbox aiming to give the users insights on own perfermance with respect to colleagues’ performance. The RECORDS also aims a trigger competitive feelings to drive the team closer to the Sales target.

Biggest deal = Your biggest deal

Fastest Deal = Your fastest deal

Most profitable deal = Your most profitable deal

 

The Gold, Silver and Bronze medals shows how weel your Records stand with respect to your colleagues’ Records.

 

ACTIVITY PERFORMANCE:

Avg. length = Indicates your average efficiency with respect to your collegaues. The shorter the Dials/Calls/Appointments the more efficient results. 

Bear = Less efficiency

Wolf = Medium efficiency

Cheetah = The most efficient

 

No = The most efficient number of Dials, Calls, Appointments for one week with respect to the selected time period

 

The medal indicates how well your record stands against your colleagues’ records.

SALESBOX DICTIONARY PART 3

Article by:

Max Steén

Community director & co-founder of Salesbox

email: friend@salesboxcrm.com

Skype-ID max_steen.

Phone: +46 709 555 056

Please email me to schedule a one-on-one session with one of our sales reps

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