Sales Performance Reporting
The Best Way To Track Sales vs. Targets in Salesforce
The Best Way To Track Sales vs. Targets in Salesforce Contact us This article is a comprehensive guide to measuring sales versus quota in Salesforce using the Target Tracker. The Target Tracker is a vital tool because the other ways to measure sales versus target in Salesforce are either challenging or deliver limited benefits. That’s…
Read More12 Must-Have Salesforce Dashboard Charts | With Video And Examples
12 Must-Have Salesforce Dashboard Charts | With Video And Examples Contact us Many sales managers are crestfallen when it comes to Salesforce dashboards. Sales leaders expect dashboards to give complete visibility of the sales pipeline. They want inaccurate sales forecasts to be a thing of the past. And they require detailed metrics to highlight when,…
Read MoreHow To Measure Opportunity Conversion Rates Correctly
How To Measure Opportunity Conversion Rates Correctly Contact us Opportunity conversion rates are a critical metric in any sales team. That’s because when all is said and done, there are only three ways to increase revenue. Grow the pipeline. Raise the average deal size. Increase your opportunity conversion rate. Of course, they’re all important. However,…
Read More10 Powerful Sales Performance Reports in Salesforce
10 Powerful Sales Performance Reports in Salesforce Contact us It is surprising how little effort often goes into measuring closed won deals. I guess that after all, what’s happened has happened. In most businesses, much more focus, energy and effort is directed towards the sales pipeline compared to won deals. But wait a moment. We…
Read More10 Best Practice Tips For High Impact Salesforce Dashboards
10 Best Practice Tips For High Impact Salesforce Dashboards Contact us Your Salesforce dashboards should provide the complete visibility needed to drive sales performance. However, you can boost your benefits with the straightforward best practices steps I outline in this article. I’ve drawn these tips from the hundreds, probably thousands, of Salesforce reports and dashboard…
Read MoreMeasure Average Deal Size | How and Why To Use This Critical Metric
Measure Average Deal Size | How and Why To Use This Critical Metric Contact us The average deal size with one of our customers varies by 65% for closed won opportunities. That’s a whopper of a variation. All salespeople work in comparable territories. They are selling the same products to similar customers. That means the…
Read MoreHow to Outperform Your Sales Targets Using Commission Tracking
How to Outperform Your Sales Targets Using Commission Tracking Contact us Motivate your sales people to exceed targets by using commission tracking in salesforce. Commission tracking drives sales people to close deals. It motivates them to create new pipeline. It propels them to go the extra mile to win a piece of business. But it’s…
Read MoreGetting Started With The GSP Sales Dashboard
Getting Started With The GSP Sales Dashboard Contact us Step 1: Enable Historical Trending The step applies only if you are installing the Enterprise Edition of the GSP Sales Dashboard. The Historical Trending feature must be enabled to install the dashboard successfully. If you get this error message when installing the GSP Sales Dashboard then…
Read MoreHow To Stop ‘Closed Lost’ Screwing Up Salesforce Dashboards
How To Stop ‘Closed Lost’ Screwing Up Salesforce Dashboards Contact us No-one likes a loser. Or to be thought of as a loser. So the term ‘Closed Lost’ is not going to be a favorite for your average salesperson. Yet Closed Lost is the standard Opportunity Stage picklist value for removing a deal from the…
Read MoreHow to Measure Opportunity Win Rates Across Sales Teams
How to tell if your sales funnel is emitting warning signals
How to tell if your sales funnel is emitting warning signals Contact us It’s easy for sales managers to get distracted with the here and now. Especially when there’s constant pressure to hit this month’s target. Today may look rosy. Or not. But your sales pipeline shape may be a warning signal of a future…
Read MoreHow to Increase Your Revenue by Measuring Sales Velocity
The quicker your sales cycle spins the more you sell. At least that’s the theory.But experience of measuring sales cycle velocity with one of our customers shows this isn’t necessarily the case.
Read MoreAre You Everybody’s Nightmare Sales Person on the Dashboard?
Are You Everybody’s Nightmare Sales Person on the Dashboard? Contact us Modernis is a capital equipment manufacturer. Everyone in Modernis knows Dave Athorp is the best sales person in the company. The league table at the top left of the dashboard shows it’s true. But the chart alongside it show’s he’s the worst. Fortunately the…
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