Sales Rep Dashboard
Last updated
Was this helpful?
Last updated
Was this helpful?
The Sales Rep dashboard provides sales representatives with an overall view of key performance indicators and relevant data related to their sales activities. The dashboard offers a quick and comprehensive overview of a sales rep's performance, allowing them to make informed decisions and take actions to meet their targets.
The XoroERP sales rep dashboard can be divided into two sections: Key Metrics, and Sales Rep Data & Analytics
The top section of the dashboard displays 4 key metrics that give you an overview of your sales.
Sales (MTD)
This metric displays your sales revenue generated by the sales representative from the beginning of the month until the current date. At the bottom-left corner of this section, you'll also find the total revenue stemming from the sales orders written by the sales representative.
Sales Orders
This metric represents the sales value associated with the “Released”, “Allocated” and “Shipped” sales orders handled by the sales representative, all of which were generated on the current date.
Estimates
This metric represents the sales value associated with the estimates handled by the sales representative, all of which were generated on the current date.
Returns (MTD)
This metric exhibits the monetary value associated with orders (limited to inventory items) that have been returned from the beginning of the month until the current date. These returns are recorded through Credit Memos, Invoice Credit Memos, and Refund Receipts.
Please Note: You can click on the 'Sales Orders' and 'Estimates' figures in these metrics to see a detailed breakdown.
The bottom section of the sales rep dashboard gives a visual representation of the data and analytics related to the sales activities of the sales representative. It is divided into 4 sections:
Sales by Rep: This section displays the revenue generated by the sales representative. You can opt to view data on a daily, weekly, or monthly basis. Alternatively, you can fetch data for a custom time period by selecting the start and end dates. To do so, choose the dates and click on the Reload icon at the top-right of this section.
Top 10 Customers By Revenue: This section displays the top 10 customers from which the Sales Rep has brought in the most revenue.
Estimates To Follow Up (By Follow Up Date): This section displays the estimates handled by the sales rep according to the follow-up Date. This data is segregated into 2 sections:
Yesterday -: These are the estimates with a follow-up date of yesterday or earlier.
Tomorrow +: These are the estimates with a follow-up date of tomorrow or later.
Outbound Deliveries (By Sales Rep): This section displays the number of “Released”, “Allocated” and “Shipped” sales orders handled by the sales rep segregated by store.
This data is segregated into 2 sections:
Yesterday -: These are the sales orders with a delivery date of yesterday or earlier.
Tomorrow +: These are the sales orders with a delivery date of tomorrow or later.
