Difference between revisions of "Sales Management KPIs"

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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.
+__FORCETOC__
+==== '''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''']].
+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''' ====
+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''']]

Difference between revisions of "Sales Management KPIs"

Latest revision as of 13:36, 6 August 2019

Contents

Explanation

Instructions

Report Documents