Dashboard Cheat Sheet

OVERVIEW:

Dashboards allow you and your team to make better and faster decisions, which ultimately leads to better performance for your business.

Dashboards provide your business with a real-time snapshot of the key metrics and trends in your business. The dashboards are role-based enabling you to configure which dashboards each user has permission to view on the MarketSharp M home page.

You can choose from marketing, sales, and production dashboards.  All you have to do to get started is select which dashboards you want to view.

Dashboard Cheat Sheet

Sales Pace

  • Monitor your sales ‘pace’ based on your goals for the year
  • Compares your actual sales with your sales goals (entered in the Admin area in the “Sales Goal Setup” area of the “Dashboards Setup” section) resulting is your sales “pace” numbers (dollar volume and percent of goal)
    • Annual Sales Goal: Displays the annual sales goal that is entered into the Admin set up area
    • YTD Sales: Totals the net sales so far this year (net is only those jobs with a Contract Status of Approved)
    • On Pace to Make: takes the YTD sales divided by the number of days that have passed so far this year (ie: June 12, 2013 is the 163rd day of the year) and then multiplies that number by 365 days in the year to get the estimated on pace to make amount

EXAMPLE:  $966,070.27 / 163 = 5926.81147… *365 = $2,163,286.19

  • Percent to Deadline: takes the number of days so far in the year divided by 365 total days in the year displayed as a percent

EXAMPLE: June 12, 2013= 163 days / 365 days in the year = .4465753… * 100 = 44.7%

  • Percent of Sales Goal: Divides the YTD sales divided by the Annual Sales Goal displayed as a percent

EXAMPLE:  $966,070.27 / $2,552,000.00  =  .378554… *100 = 37.9%

  • Efficiency/Speed: percent of sales goal divided by percent to deadline displayed as a percent

EXAMPLE: 37.9 / 44.7 = .84787… * 100 = 84.8%

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Net Sales Overview

  • Includes only those jobs with a contract status of Approved
  • Uses the contract date field to categorize by Today, MTD, and YTD
  • Uses the Total Contract field for to display the category total

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Net Sales Compared to Prior Year

  • Includes only those jobs with a contract status of Approved
  • Uses the Contract Date field to determine the jobs to show
  • The solid green line indicates the total contract sums for the last 12 months
  • The dashed green line indicates the total contract sums for the prior 12 months

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Net Sales Compared to Installed Jobs

  • Includes only those jobs with a contract status of Approved
  • Uses the Contract Date field to determine the contracts to sum for the RED line
  • Uses the Job Completed Date field to determine the contracts to sum for the BLUE line
  • The solid red line indicates the sum of the Total Contract values for the last twelve months
  • The solid blue line indicates the sum of the Total Contract values for the prior twelve months

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Salesperson Closing Ratios

  • Includes appointments based on the appointment date range selected
  • Uses the Salesperson 1 field to tally the appointment count
  • Counts an appointment as sold if the Appointment Results means Sold
  • Displays closing ratio as a percent of sales from all appointments assigned to a salesperson
  • Calculates closing ratio based on lead assigned (where Salesperson and Appointment Date are entered) to Sold (Appointment Result means Sold)
  • Master closers (as defined in the Admin section under Closing Ratio Setup) will have a green dot at the bottom of their gauge

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Company Wide Closing Ratios

  • Gross Closing Ratio: is calculated as the number appointments with an appointment result of sold divided by the number of appointments
  • Net Closing Ratio: is calculated as the number of appointments with an appointment result of sold for a job that has a contract status of approved divided by the number of appointments
  • Uses the Appointment Date field to calculate ratios
    • NOTE: if there is no appointment date it will not count as an appointment and therefore not be included in the calculations

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Net Sales by Salesperson

  • Includes only those jobs with a contract status of Approved
  • Uses the Contract Date field and the users selected date range to determine which contracts to include
  • Sums the Total Contract field for each salesperson listed in the Appointment

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Leads Generate by Primary Lead Source

  • Includes only leads with an Inquiry Date falling within the selected date range
  • Displays a count of leads for each Primary Lead Source

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