Reporting Dashboards
CustomizableDSHero offers multiple reporting dashboards for you to see your sales team data just the way you need it
MySales Dashboard
- Allows each user, leader, and office manager to see the sales specifically under them (or their subordinates)
- Allows a user to track sales, installs, disconnects, and easily follow up with customers with one click
- Submit an escalation on the sale or upload an Order Form
- Visually color-coded so sales status can be seen at a glance
- Advanced search capabilities to take a deep dive into the data
- Ability to export selected data to excel to create custom charts, graphs, or pivot tables
Company Performance Dashboard
- See all critical sales metrics for all offices in your company in one place
- View selected historical metrics to see how they’ve changed over time
- View Recruiting Metrics and other Leading Indicators to know if your offices are trending in the right direction
- Easily see all historical data
Office Performance Dashboard
- Track all metrics for Individual office in one place
- Track all Leader or Sales Trainer team performance
- Individual Sales Rep Leaderboard with all relevant metrics
- See Cancelled Sales list and enable quick customer follow
Company Leaderboard
- Enable Friendly Competition by showing top ranking offices, teams, and sales reps
- See how the ranking change throughout the month as new data is added
- Select which offices you want to participate or not participate
Feedback Loops Tracking
- 14 Leading indicators for critical Recruiting, Training, and Motivating Activities
- See how office has grown over time as reflected by Leading Indicators
- Monthly Health Reports and Checklists to help your individual Office Managers or ICL’s set goals and plan for growth
