Greg Jenkins - Functional Dashboards for Sales Reps and Managers

725 views
599 views

Published on

Advanced Track - ICON14

Published in: Sales, Business, News & Politics
0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
725
On SlideShare
0
From Embeds
0
Number of Embeds
116
Actions
Shares
0
Downloads
9
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

Greg Jenkins - Functional Dashboards for Sales Reps and Managers

  1. 1. The Ultimate Event for Small Business Success. Keeping Score: Dashboards and Reporting for Sales Reps and Managers Greg Jenkins Live Trainer, Infusionsoft @InfusionGreg
  2. 2. The Ultimate Event for Small Business Success.
  3. 3. The Ultimate Event for Small Business Success.
  4. 4. The Ultimate Event for Small Business Success.
  5. 5. The Ultimate Event for Small Business Success. What do players focus on? What do coaches focus on? What do you focus on?
  6. 6. The Ultimate Event for Small Business Success. That which is measured, improves.
  7. 7. The Ultimate Event for Small Business Success. Sales Rep Dashboards Effective reporting begins with consistency. @InfusionGreg
  8. 8. The Ultimate Event for Small Business Success.
  9. 9. The Ultimate Event for Small Business Success.
  10. 10. The Ultimate Event for Small Business Success.
  11. 11. The Ultimate Event for Small Business Success. You can’t report on a Sales Team if they aren’t using the pipeline properly. Use this guide to set up uniform dashboards for all your Sales Reps
  12. 12. The Ultimate Event for Small Business Success. Implement uniform dashboards to improve consistency.
  13. 13. The Ultimate Event for Small Business Success. Who am I meeting with today? What do I have to do? What is behind schedule? How does my pipeline look? Who am I working with currently?
  14. 14. The Ultimate Event for Small Business Success. Who am I meeting with today? What do I have to do? What is behind schedule? How does my pipeline look? Who am I working with currently? Appointments Widget Tasks Widget Overdue Opportunities Pipeline Stages Widget Active Opportunities
  15. 15. The Ultimate Event for Small Business Success.
  16. 16. The Ultimate Event for Small Business Success. Why am I off on my forecasting?
  17. 17. The Ultimate Event for Small Business Success.
  18. 18. The Ultimate Event for Small Business Success.
  19. 19. The Ultimate Event for Small Business Success.
  20. 20. The Ultimate Event for Small Business Success.
  21. 21. The Ultimate Event for Small Business Success. Focus on these for more accurate forecasting.
  22. 22. The Ultimate Event for Small Business Success. http://insft.co/Jenkins1 Resource One
  23. 23. The Ultimate Event for Small Business Success. Do this. @InfusionGreg
  24. 24. The Ultimate Event for Small Business Success. Greater clarity into your processes will translate directly into more money in your pockets. @InfusionGreg
  25. 25. The Ultimate Event for Small Business Success. Sales Manager Reporting How is my team performing? @InfusionGreg
  26. 26. The Ultimate Event for Small Business Success.
  27. 27. The Ultimate Event for Small Business Success.
  28. 28. The Ultimate Event for Small Business Success. What tasks aren’t being completed? How active are my reps? Where are my cold opportunities? What do you want to know? Where are my bottlenecks? What else?
  29. 29. The Ultimate Event for Small Business Success. Where are my cold opportunities?
  30. 30. The Ultimate Event for Small Business Success.
  31. 31. The Ultimate Event for Small Business Success.
  32. 32. The Ultimate Event for Small Business Success. Where are my bottlenecks?
  33. 33. The Ultimate Event for Small Business Success.
  34. 34. The Ultimate Event for Small Business Success. Sales Rep Conversion Percentage Call History Summary Sales Cycle Report Measures a reps ability to move leads from stage to stage through the pipeline. Gives you insight so you can see which of your reps are properly working their opportunities, and which need help. How long it takes a rep to move someone to either a win or loss stage.
  35. 35. The Ultimate Event for Small Business Success. Opportunity Revenue Forecast How much are we going to make? And when will it close?
  36. 36. The Ultimate Event for Small Business Success.
  37. 37. The Ultimate Event for Small Business Success.
  38. 38. The Ultimate Event for Small Business Success.
  39. 39. The Ultimate Event for Small Business Success. Start gathering information before you need it. So you have it when you want it.
  40. 40. The Ultimate Event for Small Business Success. http://insft.co/Jenkins2 Resource Two
  41. 41. The Ultimate Event for Small Business Success. Do this. @InfusionGreg
  42. 42. The Ultimate Event for Small Business Success. Bonus Goodies @InfusionGreg
  43. 43. The Ultimate Event for Small Business Success. Custom Dashboard Reporting
  44. 44. The Ultimate Event for Small Business Success. Custom Dashboard Reporting
  45. 45. The Ultimate Event for Small Business Success. Reporting in your Inbox
  46. 46. The Ultimate Event for Small Business Success.
  47. 47. The Ultimate Event for Small Business Success. Edit Criteria/Columns
  48. 48. The Ultimate Event for Small Business Success. Edit Criteria/Columns Static vs Dynamic
  49. 49. The Ultimate Event for Small Business Success. Edit Criteria/Columns Static vs Dynamic Search vs Report
  50. 50. The Ultimate Event for Small Business Success. The ratio of people who take action to those who don’t, is the same as the ratio of people who succeed to those who don’t.
  51. 51. The Ultimate Event for Small Business Success. Do this. @InfusionGreg
  52. 52. The Ultimate Event for Small Business Success. http://insft.co/Jenkins2 http://insft.co/Jenkins1 Resources
  53. 53. The Ultimate Event for Small Business Success. That which is measured improves. That which is measured and improves exponentially.
  54. 54. The Ultimate Event for Small Business Success. Thank You @InfusionGreg

×