Sales Representative and Manager 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.

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  • Quota Attainment by Manager: View MTD or QTD performance of each sales team. Drill-in to a specific team.
  • Top Regions: Compares net value (gross profit less variable compensation) and sales for each region.
  • Top Product Categories: Compares net value and sales for each product category in a selected period.
  • Top Performers by Net Value: See which reps are bringing in the most profitable business.
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Sales Manager Dashboard

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

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  • 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.
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Sales Rep Dashboard

Quota attainment and compensation are front and center.

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  • Rep Quota Attainment: Speedometer-style gauge shows red-yellow-green for period-to-date performance.
  • Monthly Commission Earned: Stacked bar chart shows rep compensation by component for each month.
  • Monthly Quota Attainment: Actual vs quota YD by month.
  • Top Customers: Net value and sales for rep's top customers in a selected period.
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