What will the reps see? Sales Representative users have a restricted view of the system. The Dashboard, Plans, and Results tab will be visible. However, the rep will only be able to see their plans and their results. The admin has visibility into every tab and every user's results.
QUOTA VISIBILITY All quotas on a user's plans are listed on the bottom of their dash. All details about how that quota is met as well as a visual into quota attainment is updated whenever calculations are run.
PAYMENT VISIBILITY The bar graph shows how much a user is paid per period and payment rule. For example, if a user is paid out for professional services (green) as well as new bookings (blue), they can see how much they were paid for each of these components. Do your reps have a specified total annual commission amount they work towards achieving? All payments for a year are summed up and compared to this target variable amount. Their percent achievement of this goal is reflected in the purple circle visual above. How much have I been paid out for the year?
How much am I paid out for this period? Easily find these two answers in the green box outlined above.
The lefthand side of the dashboard links to:
- Their plan
- Their detailed results
Comments
0 comments
Article is closed for comments.