Setting up the Dashboard

To utilize your Dashboard fully, it’s important to enter your goals and performance standards.

Operating Statement Dashboard Setup

Decide what items are displayed on your Operating Statement.

To do this, first navigate to the System Administration page.

Next, locate the Dashboard & Reporting Setup box and click on the Operating Statement Dashboard Setup link.

This page displays all the possible metrics you can show on your Operating Statement. Everything will be checked off by default. Simply uncheck anything you don’t want to be displayed. Once you are done making changes, click Save Configuration.

Performance Standards Setup

To configure Performance Standards, head to the System Administration page.

Next, locate the Dashboard & Reporting Setup box and click on the Performance Standards Setup link.

Here you can choose your Target % and Minimum % of performance for your sales team regarding different contract statuses, appointment results, and their overall Performance Ratio. Some will be entered by default. Feel free to change those and add any that are missing. Once you have made your changes, click Save.

Sales Goal Setup

The last area of the Dashboard to configure are your Sales Goals.

To do so, head to the System Administration page.

Locate the Dashboard & Reporting Setup box and click on the Sales Goal Setup link.

Here you can enter your monthly sales goals for the entire company, as well as each individual sales rep.

To add your sales goal for the company, make sure a month and year are selected from the drop-down, then click New.

Next, type in your sales goal for that month. Then click Update.

Continue this process for each month of the year.

To add a sales goal for an individual, make sure a month and year are selected from the drop-down, then click New under the Employee area.

Select your employee from the drop-down, then type in their monthly sales goal. Then click Update.

Repeat this process for each employee. Then again for each month of the year.

Now your Dashboard is up-to-date and will be reporting accurately!

 

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