Sales Management KPIs - Revision history

Tim Peeler at 17:36, 6 August 2019

2019-08-06T17:36:43Z

2019-08-06T17:36:27Z

2019-08-06T16:28:49Z

2019-07-21T17:12:35Z

‎Explanation

2019-07-21T16:53:23Z

2019-07-21T16:49:05Z

2019-01-23T19:36:13Z

2019-01-23T19:32:46Z

Blanked the page

2019-01-23T19:32:24Z

2018-11-12T18:31:30Z

Created page with "initial creation, needs updated"

New page

initial creation, needs updated

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 This tool is specifically designed for users with large teams where it would be useful to separate the performance of one team from another.
 ==== '''Instructions''' ====
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 Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting. See the section on [[Sales Management Administration|'''Sales Management Administration''']] for details on inviting and managing new Sales Associates.
 ==== '''Report Documents''' ====
 For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']]

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 ==== '''Instructions''' ====
-Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting. To do this [how does a sales manager go about inviting an associate?]
+Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting. See the section on [[Sales Management Administration|'''Sales Management Administration''']] for details on inviting and managing new Sales Associates.
 ==== '''Report Documents''' ====
 For details on [[Printing Reports|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing|'''Simple KPI and Sales Management Simple KPI Printing''']]

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 ==== '''Explanation''' ====
 The Sales Management KPIs are a specialized version of the [[Communication - KPIs|'''Communication - KPIs''']] that give specialized [[Sales Manager Role|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role|'''Sales Associates''']].
 ==== '''Instructions''' ====

← Older revision		Revision as of 16:53, 21 July 2019
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−	The Sales Management KPIs ~~area is~~ a specialized version of the [[Communication - KPIs\|'''Communication - KPIs''']] ~~section~~ that ~~gives~~ specialized [[Sales Manager Role\|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role\|'''Sales Associates''']]. Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting.	+	==== '''Explanation''' ====
		+
		+	The Sales Management KPIs are a specialized version of the [[Communication - KPIs\|'''Communication - KPIs''']] that give specialized [[Sales Manager Role\|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role\|'''Sales Associates''']].
		+
		+
		+	==== '''Instructions''' ====
		+
		+	Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting. To do this [how does a sales manager go about inviting an associate?]
		+
		+
		+	==== '''Report Documents''' ====
		+
		+	For many of the KPIs, there will be an option to print the KPIs. If this is the case, follow the following instructions:
		+
		+	For details on [[Printing Reports\|'''Printing Reports''']] see the section on [[Simple KPI and Sales Management Simple KPI Printing\|'''Simple KPI and Sales Management Simple KPI Printing''']]
		+
		+
		+	==== '''For Advanced Learners''' ====

← Older revision		Revision as of 16:49, 21 July 2019
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−	The Sales Management KPIs area is a specialized version of the [[Communication - KPIs\|'''Communication - KPIs''']] section that gives specialized [[Sales Manager Role\|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role\|'''Sales Associates''']]. Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting.	+	The Sales Management KPIs area is a specialized version of the [[Communication - KPIs\|'''Communication - KPIs''']] section that gives specialized [[Sales Manager Role\|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role\|'''Sales Associates''']]. Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting.

← Older revision	Revision as of 19:36, 23 January 2019
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−	+	The Sales Management KPIs area is a specialized version of the [[Communication - KPIs\|'''Communication - KPIs''']] section that gives specialized [[Sales Manager Role\|'''Sales Managers''']] the ability to assign KPI Groups to specialized [[Sales Associate Role\|'''Sales Associates''']]. Sales Managers may add and remove new KPI groups, invite new Sales Associates to the business and can combine KPIs into Composite KPIs for group reporting.

← Older revision		Revision as of 19:32, 23 January 2019
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−	Sales Management KPIs is the same as [[Custom KPI Data Entry\|'''Custom KPIs''']] in every way except for one: Specialized [[Sales Associate Role\|'''Sales Associate''']] can be assigned a group of KPIs for which only themselves, their [[Sales Manager Role\|'''Sales Manager''']], [[Editor Role\|'''Editors''']] and [[Business Owner Role\|'''Business Owner''']] can view. The sales associate assigned to the KPI group has full ownership of the group and can update the KPIs as needed. Only the sales associate assigned to a KPI Group can view or edit that group except for the roles listed previously. See [[Custom KPI Data Entry\|'''Custom KPI Data Entry''']] for more details on KPIs.	+