Dashboard for sales manager has been well-designed to provide him the overview of team performance. It shows the overall information of new inquiries, site-visits and follow-ups scheduled, lead pipeline and performance of the team for current day. Below figure shows the dashboard page.
This section shows 2 type of tasks which are scheduled for the current day but not conducted yet by team
Follow-ups scheduled : Follow-up calls scheduled for the day by team
Site-visits Scheduled : Site-visits scheduled for the day by team.
This will give you the count of total calls (incoming as well as outgoing) that have been made through the system for the particular day.
This will be the count (in minutes) for which the sales or pre-sales has spoken to the lead on that given day.
Average call duration
This count will represent the average duration of all the calls (in minutes) made during the course of the day.
Site visits setup
This will show the count for the total number of site visits that have been setup for the given day. The count will include pending as well conducted site visits.
This will show the count for the total number of followups that had been scheduled for the given day. The count will include pending as well conducted followups through call/email.
Leads from pre-sales
This will show a count of all the leads that have been pushed by the pre-sales to the sales person on the given day considering that it is a qualified lead.
Time to first contact
This will show the average duration between the receiving of lead and the first call attempt made by the sales/pre-sales to that particular lead.
Average callback time
This will show the average duration between a received missed call from the lead and the callback time recorded by the sales/presales. Hence, the sales/presales should ensure that the call back the lead at the earliest after receiving the missed call for the same.
2) Team performance
This section will show the stats of the team that is under the respective manager. This will be the same as today's performance tabs; the only difference being the stats will be based on the lifetime duration.