Difference between revisions of "Sales Management KPIs"

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(Explanation)
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==== '''Instructions''' ====
 
==== '''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?]
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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.
  
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==== '''For Advanced Learners''' ====
  
 
==== '''Report Documents''' ====
 
==== '''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 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''' ====
 

Revision as of 12:28, 6 August 2019

Explanation

The Sales Management KPIs are a specialized version of the Communication - KPIs that give specialized Sales Managers the ability to assign KPI Groups to specialized 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 for details on inviting and managing new Sales Associates.


For Advanced Learners

Report Documents

For details on Printing Reports see the section on Simple KPI and Sales Management Simple KPI Printing