2024-1Q [DASH] Sales Metrics

A new feature has been added to enhance the Dashboard. 

It allows to display various sales metrics in the  'Sales Metrics' section of the SIMPLer dashboard. This helps visualize key sales related metrics as charts and tables which give an instant overview of the current state of things. 

Section A:                                     What are the new features:

A.1) Dashboard - Sales Metric Group: 

• An analytical tool integrated into a sales platform that allows for the classification of products into distinct groups based on various criteria such as product type, sales region, or any other definable characteristic.

A.2) Sales Pie Chart:

• Enhances the visual representation of sales data through three interactive pie charts labelled 'Today,' 'MTD' (Month-to-Date) and 'Active.' The new inclusion of two pie charts within the dashboard, offering a dual-dimensional view of sales data the 'Total Amount' of revenue each salesperson brings in and the 'Customer Count' they are responsible for.

A.3) Per Sales-Person Table:

• Offers a detailed and easy-to-understand breakdown of individual contributions.

A.4) Installation Area Reports: 

• A feature that provides detailed insights into the status of product or service installations. It serves as a comprehensive tool for monitoring and analyzing the installation process from initiation to completion.

A.5) Customer Status Table Log:

• Allows for proactive reporting of customer engagement based on their installation status. By incorporating potential customers into current sales data, can provide a fuller picture of the sales landscape and improve forecasting accuracy.

Section B:                                       How can this data be used:

B.1) Dashboard - Sales Metric Group: 

• Facilitates Continuous Improvement: Leverages 'Chart A' to display customer count distribution, aiding in the optimization of sales strategies and business growth.

• Analyses Regional Trends: Utilizes 'Chart B' to show revenue by product, enabling pinpointing of regional market trends for strategic infrastructure investments.

• Tailors Marketing: Integrates insights from 'Chart A' and 'Chart B' for segmenting the market and refining marketing campaigns to enhance reach and impact.

B.2) Sales Pie Chart: 

• Real-Time Interaction: 'Chart A' enables interactive engagement with customer count data, providing immediate analytical insights with time filters for actionable decision-making.

• Visual Sales Data: 'Chart B' illustrates the total sales amount, transforming complex financial data into an accessible and intuitive pie chart format for quick comprehension.

• Dual Visualization Enhancement: The dashboard's 'Chart A' and 'Chart B' work in tandem to offer a multi-angled view on performance, showcasing both customer engagement and revenue 

• Engagement Tracking: It records and displays the active status of customer purchases, revealing which products are currently most engaging and successful in the market.

B.3) Per Sales-Person Table:

• Inclusive Reporting: The table includes all "Active" members, as well as any "Inactive" members who have generated sales in the previous month, ensuring a complete view of recent sales activities.

• Sales Insights: With the 'Total' and 'Amount' features integrated into the table, it provides a straightforward way to review the total number of sales and the monetary amount attributed to each sales team member.

• Performance Tracking: This allows for the monitoring of sales performance on an individual level, making it easier to recognize high achievers and identify those who may require additional support or training.

B.4) Installation Area Reports:

• Streamlines Installations: Quickly pinpoints installation statuses across zones, promoting efficient scheduling.

• Targets Sales Opportunities: Identifies zones with high sales yet low current installations for targeted customer engagement.

• Forecasts Future Demand: Uses historical and current data to predict future installation demands.

B.5) Customer Status Table Log:

• Pre-Installation Tracking: Recognizes and reports customers as "CURRENT" even before the completion of their installation process if they fall into predefined statuses, like "Waiting for Circuit."

• Real-Time Sales Data: Includes customers in pre-installation statuses in the 'Today' and 'MTD' (Month-to-Date) charts, providing a more comprehensive view of active sales engagements.

• Enhanced Sales Forecasting: This feature facilitates better forecasting of sales conversions by including potential customers in the sales data, offering insights into future revenue streams.

Section C:                              How to Setup these New Features:

Section C serves as your guide to unlocking the latest dashboard functionalities. The setup will follow a slightly different order. First we will look at where to enable the user right to gain access to these advanced features on the Dashboard. We will proceed to configure the Settings under Modify SPID for the Dashboard. Then we will define a status for the installation groups and finally activate the products by configuring 'Dashboard - Sales Metrics' to 'Yes'. The instructions that follow will assist in setting up and personalizing your dashboard, providing you with precise control over the new tools at your disposal. 

 User Rights:

• Users would need to have the 'Salesmetric' user right enabled under 'dashboard' section, in order to view Sales Metrics on the Dashboard

• To enable this, hover  on 'Settings' in your dashboard menu.

• Click on your account.

• Select 'Salesmertic'

C.1)  Configure  SPID Settings > Installation Area Reports: 

These advanced reports can be adjusted to meet your specific operational requirements, as they were designed to be inactive by default. The following steps will walk you through this procedure so you can easily move to more intelligent and advanced reporting features.

• Step 1:  Hover on 'Settings' in your dashboard menu, and select 'Modify SPID.'

• Step 2: Scroll down to 'Dashboard,' enable Installation Area. By default full Installation Area names are used, but can be trimmed down using regexp

C.2) Customer Status  >  Installation Area Group Status Table Log: 

• Step 1:  Go to 'Settings' in your dashboard menu.

• Step 2:  Click on 'Customer Statuses.'

• Step 3: Tick the box to to enable this feature and choose the name you would like the column to be called on the 'Installation Area Report' table.

C.3) Dashboard - Sales Metric Group: 

• Step 1: Go to 'Products' in your dashboard menu, and click the green "E" button.

• Step 2: Scroll down to the 'Dashboard - Sales Metrics' and select Yes. You can also name the sales metrics group using 'Dashboard - Sales Metrics Group.'  In order to create a Sales Metrics Group with  multiple products, ensure you label the Sales Metrics Group with the same title for each product. 

C.4) Sales Pie Chart:

• Step 1: Go to 'Dashboard' in your dashboard menu. 

• Step 2: Observe your two pie charts  on 'Dashboard' in your dashboard menu and select between 'Today,' 'MTD' and 'Active'.

C.5) Per Sales-Person Table:

To remove an inactive salesperson from the dashboard, simply update their status to 'Inactive' on the 'Sales Team' page. Keep in mind, inactive salespersons with no sales in the reported period will be omitted from the display to maintain data integrity. However, any inactive member with recorded sales within this timeframe will be included to ensure all figures are accounted for. Active salespersons will remain visible in the table regardless of sales activity, providing a complete overview of your team's performance.

• Step 1:  Go to "Customers" in your dashboard menu and click on 'Sales Team.'

• Step 2:  Oberve sales team members, specifically those who are 'active' or 'inactive.'

Published Date: 26 March 2024

Updated Date: 31 May 2024

Engineer: MG, MB

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