Each Sales Executive can now see their sales results and performance based on sales activities in the sales month. Hit the left rail, SaleCRM and click on Sales Performance
Improvements to the sales performance page: (*Going Live Thursday 17th March)
- Shows sold leads by default
- Sorts leads by status same as the status select in the CRM
- Reduces headline stats to Total Sales, Leads, Sold Leads, Conversion Rate
- Total Sales, Leads, and Sold Leads are clickable
- Makes Sales distribution chart show money amount sold, not number of packages
- Makes Total sales figure only include the first invoice for each package (so excludes revenue from subscription packages after the first invoice)
Summary
- Update headline stats on sales performance page
- Show total values on package distribution chart
- Make headline stats on sales performance clickable, and default to showing sold leads
- Does not show sales if there are none
- Show lead counts on package distribution chart
- Make sales performance numbers match table
- Only include the first invoice for each package in sales figures (to exclude recurring subscription revenue)
