Sales Alerts and Dashboards
Sales performance information is only valuable when communicated efficiently and in an actionable format to salespeople, sales managers, executives, and analysts. Without effective sales alerts and dashboards organizations risk lag times in addressing critical issues, poor decisions based on incomplete information, and a lack of insight into personal, sales force, and organizational performance.
Alerts and dashboards are an integral part of many of Synygy’s SPM applications. Alerts use rules-based triggers to create performance-driven messages. Dashboards, including what-if calculators, are highly interactive and dynamic views of information that provide insight into the performance of salespeople
and sales channels.
Challenges
Without effective sales performance dashboards, sales organizations are unable to:
- proactively correct sales performance behaviors that do not align with
corporate strategy - allow salespeople and sales managers to estimate quota achievement, compensation payouts,
and other performance metrics - immediately access high level summaries of current sales force performance information
- quickly communicate important information to the sales organization
- understand task priorities to meet important internal deadlines
- understand how high level calculations are determined from lower level information
Solution
Synygy’s alerts and dashboards solve these problems and enables organizations to:
- immediately alert sales operations managers and executives when sales force performance strays from
corporate objectives - provide interactive role-based summaries of sales performance data
- view real-time snapshots of key sales performance information to accurately assess the current state
of the business - broadcast important announcements to the sales force including the release dates of incentive compensation reports, changes in selling strategy, and other news
- remind sales managers when important tasks are due such as review and approval of inquiries, quota adjustments, objectives scores, and many others
- drilldown from summary information into detailed reports, analyses, and data
