The Sales Dashboard has several key metrics to help you understand how your sales efforts are performing.
Note: Each salesperson can only see their own sales data. Only administrators (i.e., sales managers) can see the sales data for each sales team member.
Moves this month: a combination of the estimated and completed revenue for all moves that the selected salesperson booked for the current month. This is based on the service date—not the date it was booked. If you book a move this month that won't be serviced until next month, it won't be included in this metric. This number is after discount but does not include taxes or tips.
Booked this month: the number of jobs the selected salesperson has booked for the current month. The service date does not matter here. If the salesperson books a job today for a move that will occur next month, the "booking" occurred this month and will be counted in this metric.
Moves not booked this month: opportunities scheduled for service this month that the salesperson has not yet booked but has also not marked lost, bad, or cancelled. These are jobs they could still potentially book.
Avg. move value this month: the average of the "Moves this month" and "Moves not booked this month" metrics (not including taxes or tips).
Actions taken
Emails: how many emails the salesperson has sent
Calls: how many calls the salesperson has sent (by the date of the call, not the date it was entered into SmartMoving)
Texts: how many text messages the salesperson has sent
Quotes Sent: how many quotes the salesperson has sent to customers
Open items
New leads: leads that the salesperson has not taken any action taken on (i.e., they have not contacted the customer yet)
Follow-ups (due now): sales follow-ups for the salesperson that are currently due or overdue
Unread messages: messages the salesperson has not yet marked as read
Stale opportunities: opportunities that the salesperson has not yet booked that do not have a follow-up or scheduled estimate and that has not had communication within the past 2 days
Accepted (not booked): opportunities that have been accepted by the customer through the Customer portal or that the customer has signed the estimate for, but the salesperson has not booked the move yet
Inventory submissions: moves where the customer has completed their inventory online but the salesperson has not yet reviewed it
Job revenue: total number of the salespersons invoiced jobs plus revenue from non-refunded deposits by service date
Top referral sources this month: the top referral sources for the salesperson based on booking date for the month (not the service date)