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Sales Representative and Manager Dashboards

Sales Manager

Sales Dashboards

With Iconixx Sales dashboards, a Sales VP can see which regions and product categories are yielding a healthy return for commission dollars spent. A sales manager has a view of current quota attainment levels for each rep and top clients for her region. And reps instantly see where they stand on quota and commissions. Many charts allow drill-down for further analysis: a Sales VP can drill down into individual regions or districts and a sales manager can look at details for an individual rep.


Sales VP Dashboard

Sales executives are accountable to the CEO and CFO for profitability as well as revenue growth. The Iconixx Sales VP Dashboard helps pinpoint issues in both areas.

Quota Attainment by Manager

View MTD or QTD performance of each sales team. Drill-in to a specific team.

Top Product Categories

Compares net value and sales for each product category in a selected period.

Top Regions

Compares net value (gross profit less variable compensation) and sales for each region.

Top Performers by Net Value

See which reps are bringing in the most profitable business.


Sales Manager Dashboard

Sales managers see where sales are happening, monitor how the team is progressing towards goal, and spot anomalies.

  • Team Quota Attainment:
    Speedometer-style gauge shows red-yellow-green for period-to-date performance.
  • Monthly Commission Earned:
    Stacked bar chart shows manager’s compensation by component for each month.
  • Quota Attainment by Rep:
    Scan MTD or QTD performance of each sales rep. Drill-in to specific sales for rep.
  • Top Products:
    Net value and sales for top product categories for sales team in a selected period.

Sales Rep Dashboard

Quota attainment and compensation are front and center.

Rep Quota Attainment

Speedometer-style gauge shows red-yellow-green for period-to-date performance.

Monthly Quota Attainment

Actual vs quota YD by month.

Monthly Commission Earned

Stacked bar chart shows rep compensation by component for each month.

Top Customers

Net value and sales for rep’s top customers in a selected period.

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Ballast Point Ventures

Ballast Point Ventures is a later-stage venture capital fund established to provide expansion capital for rapidly growing, privately owned companies in diverse industries, with a particular emphasis on companies located in Florida, the Southeast, and Texas. The BPV partners have more than 70 years of combined experience investing in and building high-growth companies in a number of industries, including healthcare, business services, communications, technology, financial services, and consumer goods. BPV has $200 million under management and seeks to make equity investments ranging from $3 million to $10 million.

Harbert Management Corporation

Harbert Management Corporation seeks to generate superior returns for their investors by identifying and investing in the most promising early growth stage companies in the Southeastern U.S. HMC seeks to capitalize on what it believes are compelling regional dynamics, such as a strong and fast-growing economy, significant research and development activities, and an established entrepreneurial community. The HMC team combines substantial investment, advisory, and operating experience with capital and networking contacts to support great entrepreneurial teams in successfully executing their growth plans. With offices in Birmingham, Alabama; Richmond, Virginia; and Gainesville, Florida, it’s well positioned to partner with entrepreneurs throughout the Southeast.

KBH Ventures

KBH Ventures was an early investor in Iconixx Software. KBH's investment philosophy plays a significant role in the firm's successful track record. KBH believes in running businesses to be cashflow positive and profitable every month. Startups and companies in a startup mode, such as one that has been purchased in distress, are expected to generate revenue within the first six months and reach profitability within the first 12 to 18 months. KBH also only invests in or acquires companies that are in the startup phase or have less than $20 million in revenues. KBH targets technology companies that offer business-to-business services.

S3 Ventures

S3 Ventures is an early expansion and growth stage venture firm with $200 million under management. It’s focused on information technology solutions that solve large business problems. S3 also invests in medical devices that improve the human condition. S3 invests in category-defining opportunities. It partners with the team and help focus methodically on what it takes to build a successful company. S3 today helps talented entrepreneurs take their technology and market knowledge and form valuable businesses in a repeatable fashion. Investment sizes start at several million or more for Series A, B, and C financing.