You may have already seen in the goals register an option of sales goal in value ($$$). But Spotter still didn't have a quick way to check this result. So we are now launching the sales performance card! It is not the seller's performance, but the values sold.
The purpose of this functionality is to provide the manager with a quick and clear view of the monthly sales target for each salesperson or pre-salesperson, as well as the progress of each one against the goal.
This way the manager will quickly identify which team members are meeting their targets and which are not, allowing him to take proactive steps to support and encourage team members who need help to improve their performance.
This functionality is in beta and in rollout and will be gradually made available to the user base.
The configuration of sales goals was already available to the user in the menu Settings → Goals, Scores and Bonuses → General Goals → Monthly tab .
Remembering that it is possible to define sales targets for PV and for sellers, separately. This detail is important because the sales results are assigned separately according to the role that the user played with the lead, and in the case of a mixed PV, it can have values that add up to both the sales target and the pre-sales target. , but these values will never be added to the same user, they will always be seen separately.
IMPORTANT: It is necessary that products are configured in the account, and that in the sale these products have assigned values. If a lead has been sold without a registered product or value, this information will not be replicated on the card.
The card is separated into pre-sales and sales and each card represents results from the corresponding funnel :
However, the sales goal is the value assigned to the user, not the funnel. This means that if the user marks sales in different funnels, the achievement will be partial in each funnel, but the goal will be only one.
In this way, especially when there is a sale in more than one funnel, the user may have the goal reached, but the overall result is not shown on the dashboard.
So when defining the goals and analyzing the card, check which funnel the sale will be made in so that it correctly shows the results of the users.
You can apply targeting rules to display only specific users, groups, origins, etc. on the card.
If I transfer a pre-sales lead, who gets the proceeds from the sale?
The sale amount will be assigned to the pre-salesperson who owns the lead at the time of the sale, i.e. PV A scheduled the lead, but the lead was transferred to PV B (PV transfer only). If the lead is sold while on the basis of PV B, the result of the sale will be assigned to PV B.
How does the pre-sale target behave when scheduling for PV?
The PV can book and sell the lead. In this case, it will have sales results that count towards PV and sales target, separately.
Also in the case of a mixed user (PV can be booked), the result of the sale (in PV targets) will be assigned to the PV who owned the lead at the time of booking, i.e., the PV who actually performed the booking action. to schedule. This is only if there is no lead transfer.
In the case of transferring a lead to another PV, when this new PV is registered as PV and Salesperson, the PV target is assigned to the PV prior to the last transfer, and not to the PV that made the appointment.
But if you are not using mixed user, the result of the sale will be assigned to the PV (in PV targets) who owns the lead at the time of the sale.
Of course, regardless of the PV, the result of the sale is attributed to the seller who was indicated in the sales modal (regardless of being a PV or seller).
We made a card so that it was possible to visualize the target reached and expected in the month for each Pre-Seller or Seller, which even shows separate targets when a PV has targets as a seller:
A goal can be set individually. In this case, it overrides the profile's overall goal. That is: if the PVs have a target of R$100 each, an experienced PV can have a target of R$150 or a novice, R$50.
How can I extract this data?
For now only asking for customized reports. We are analyzing the possibility of inserting this data in API and BA, but for now we are only using the card and custom reports.
Wow, but it would be cool to download the data of the Dashboard cards, huh?
Yes would be! And here we want it too, so we already have this improvement registered, one day the time will come ;)
Is the score/goal affected?
No, a sale is a sale, a score and a goal is something else. Sale happens once in the lead cycle and we get the data when it is sold. Goals and Scores is valid for the entire lead lifecycle and is not yet available for Multiple Funnels.
Okay, so if I register Funnel A, move to Funnel B and schedule in C, I might hit the goal, but it is fragmented because the card responds only to one funnel
What the card counts is the funnel where the lead was sold. If it went through funnel A, B, C before the sale, this history will not be counted, it will only be counted in funnel C.
Therefore, if you have a sales step in a specific funnel, you need to look in the Dashboard for that funnel in which the sales action is configured. Ex: If the lead was worked on in funnel A and scheduled for funnel B, where it was sold, the pre-seller card will only show the goal in funnel B.
Is it possible to see a Dashboard with data from all stages of all funnels?
Not yet. But this idea is already in our hearts.
IMPORTANT: Check the month of analysis in case of data divergence. If you look at a month where there was no set goal, it won't show up on the card.
Lots of new information, isn't it? But we are here to help you if you have any questions.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article