Teamgate CRM offers the smart personalized dashboard for every sales team. The new dashboard has been created with a sales professionals advisers and clients demand in order to purify the key indicators in daily sales team life. Monitor rep performance easily with the dashboard. From your Teamgate home screen, you'll see a detailed overview of everything you need to know about your sales pipeline & other activities. See everyone's tasks, top deals, goals, and active deals in an activity feed that updates in real time.
The private dashboard will display all important information in one place. The sales manager would be able to see the most relevant information there: objectives, results forecast, hottest sales opportunities, referrals and the activity window – to monitor the whole team pulse.
In the upper bar of the desktop, you can select and watch a responsible person (employee) which data will be displayed. The convenient selection list will allow choosing other responsible people, teams (groups) or the whole organization.
While Selecting a responsible person immediately after his name you will see whether sales targets, total and as a percentage are achieved.
Above the upper bar you will find:
NEW LEADS: Total number of new leads created during given time period. Choose the desired time period from the drop-down menu.
TOTAL PIPELINE: Total amount of active deals at the moment, which closing date falls within given period. Choose the desired time period from the drop-down menu.
FORECAST: System identifies deals which estimated closure date belong to the period chosen in the report and sums up a total forecasted value of all identified active deals in the pipeline by using a formula: Forecast = a Deal value multiplied by the probability % indicated in the sales pipeline stage. Overdue deals (estimated closure dates that are past due) are not included in the forecast report.
SALES REVENUE shows the total amount of deals won during the period selected.
While having these numbers and statistics the sales team will be able to predict the next action plan: to focus on new leads search or to focus on potential deals closure.
The 12-month sales goal achievements show how the dynamics of the sales objectives and results have changed. Sometimes sales targets are difficult and not achieved, which could demotivate managers. Looking at 12-month dynamics of today's situation can be corrected by objectives in order to get closer to the achievable results. The adjustments allow seeing how this will affect the whole team performance and if other adjustments are needed. The colors in the columns displays the following information:
Dark green – actual deals closed in a particular month.
Light green – forecasted deal closures in a particular month.
Red – total deal value that is past due in a particular month.
Grey – Sales goals set for individual sales person.
Measurement of Activity is still a popular measure of the seller employment. You could measure the cold calls numbers, the number of successful calls, the number of meetings, the number of new customers and so on. The objectives are reflected in the personal desktop and immediately visible results achieved permits the action to be taken here and now.
In the Conversion box, you will see two important figures that are important not only for your sales but also the marketing team. Sales conversion indicates the extent to which sales opportunities for you to win. The aim of this figure is often caused by each seller individually, from his skills and experience. Therefore, the possibility to compare the conversion with all team conversion average could help motivate sellers to seek the best possible results.
Leads conversion metrics is important for marketing team by the fact that they could calculate what is the average price of a single lead. Knowing how much leads sales team has to have is the perfect thing to calculate the cost of customer acquisition.
In order to realize the real potential of your own sales situation, it is enough to check the sales funnel. Sales funnel indicates how many potential opportunities you have at every stage. If you work with different processes, you can easily view them all.
Open possibilities in sales funnel will show you a list of available sales opportunities with risk characteristics. It is this feature will allow you to focus on the fact which opportunities should be given more resources. Often this feature describes the possibilities should be closed as soon as possible and concentrate on other work. Convenient to the fact that the list easily reaches every sales opportunity card.
The most common cause of lost deals is often forgotten when considering the sales results. However, it is the very important metric for improving conversions. In this box, you'll see not only your typical most common reason for the defeat, but you will see the comparison with your whole team. This is a good way to strengthen your conversions raising competence at each level.
On the right side, you will find activity board, which will show only information relevant to you to monitor what is currently happening. You personally can choose only those actions that you want to monitor, and which are relevant to you. It will always be at the disposal of what is going on with your sales team, will help to avoid duplicates, and keep in touch with all the members of the team.