Features

Reports

Reports. Who needs them! In most big companies, what's measured isn't important, and it's hard to find a meaningful report. Most great salespeople want something simple that focuses them on better productivity. They want one report to remind them of what's important like referrals, quotes, or first appointments. With Salesactivities.com we want to help you and not hinder you, so read on!

Simple But Powerful Sales Board

A powerful sales board keeps a record of where you are each month compared to goals for activities and results. This report tracks first appointments set and held, and number and amount of quotes vs. goals. It also records results – the number and amount of sales vs. goal. Visually, the report lays out as a sales board and you can easily see each salesperson’s progress by month or by any other period you desire. It’s great to use for weekly sales meetings or quarterly planning sessions.

Monthly Forecast

How about a monthly forecast. Each week you make a end-of-the month forecast. Add up the sales month-to-date and add to this number any sales-in-progress that you are 95% sure you will win by the end of the month. And, with a team, as each salesperson puts a sales forecast on the board, you see the team’s forecast at the bottom. This forecasting feature helps salespeople stay focused on progress toward goal achievement.

Coaching Ratios for Planning and Training

How many appointments produce a quote?. In other words, what’s your opportunity ratio? This tells you to change markets or better qualify prospects for appointments. You may want to adjust your market, get more referrals, or work on your face-to-face skills for greater appointment efficiency.

Other important ratios provided include percentage of sales vs. quotes, percentage of sales from referrals, average quote size, and average sales size. These simple yet powerful relationships help a salesperson or a manager develop coaching strategies for higher sales goal achievement.