The enhanced Salesperson Profile Page includes key information about the individual salesperson. This is a great place to get more information on a salesperson's book of business and additional information.
The Sales Outlook Pod enables you to see the revenue by Account, Category, Office, Outlet, or Rev type. Also, you can use the toggle buttons to view the data by month, quarter, or year. By default, the current month’s data is displayed. You can view past and future data by using the Month/Quarter/Year toggles in conjunction with the green arrows in order to modify the time frame.
- Change the Sort Order in the Grid - if necessary, you can re-sort the data by clicking on little arrows next to the column names. The column that is sorted gets highlighted in yellow.
- Weighted Forecast checkbox - This will change existing PENDING & FORECAST columns as follows, as well as, the weighted Pending and Forecast dollar amount controlled by the Weighted Slider option on the Deal Header
- Shows Groups checkbox - Will show the Parent group name based on the display toggle selected. In the example below – Salesperson toggle is selected.
- Use Net Pending checkbox - Deals where an agency is involved can now benefit from an Agency Adjustment option that will apply a database wide "netted down" cut to the deal. While the dollar change is invisible on the deal itself, you can set a similar option on the Forecast/Weighted Forecast, and Budget reports as well as the Sales Outlook pod that will apply the % cut to the forecast for any deals salespeople flagged. This is a great way to see both the full deal amount as well as the "netted down" view of a deal!
This Recently Imported Page displays the accounts that have been affected by the most recent import. Any accounts that experience a change in dollars from an import, for the selected time period, will display. By default, the list displays a day's worth of information. However, you can display up to an entire month's worth of records by using the provided calendar options. The list will display the account's name, the deal name, the change in dollars between the most recent import and the selected date(Imported), and the remaining pending amount(if there is one). If a deal is not associated with an account, an N/A will appear in the account's deal and status fields. An account will appear multiple times if it contains more than one deal in the same time frame, and is affected by an import.
Checking the Only Show Accounts when Matrix adjusted pending displays accounts that have been auto reconciled in Matrix. You can review this list to ensure accuracy and to keep up with changes that have happened with your accounts
This Activities Page displays Activities that have been created. By default, the view will display This Week's Incomplete Activities: however, you can use the toggle buttons to update your view to Last Week or Next Week. Completed Activities can be viewed by switching to the Complete toggle as well.
The Incomplete/Complete Activities in the selected time frame. Note: you can add a new Activity by clicking on Add an Activity button on the right top of the pod.
The Quiet Accounts Page displays the list of accounts that had activities created in the past, but has not within the last 90 days, nor have they set any future activities.
This Notes Page displays the notes. This is a great place to keep useful reminder or additional information.
Keyword Search: Quiet Accounts, Notes, Activities, Revenue Pod, Recently Imported, Sales Outlook.