Sales Team Performance (Dashboard spreadsheet + E-book Guide)

Having a sales team is a proven way to increase sales. But it's also a significant cost to your business. Since it normally takes almost a year for these people to cover their own costs, and they are often hundreds of miles away from you, it's important to keep their performance under control.

There aren't many tools on the market. Most of the time you will find this data in ERP systems, which are very expensive and time consuming. In addition, these systems usually only collect raw data without further analytics.

The solution is the Sales Team Performance dashboard from the Futur Toolbox collection. Whether you have basic data from your ERP system or your e-commerce solution, just plug it into our tool and you will see all the metrics you need to evaluate the performance of your sales team.

Track revenue, profit, refunds, averages and ratios. Analyze your merchants' rankings, motivate them to perform better. Everything automated, fast and transparent. With unlimited filtering options.

All you need is to insert simple input data and the document will take care of everything.

With the Futur Digital Sales Team Performance dashboard, you have everything you need in one place. And all while keeping your data as secure as possible, as it won't be out of your reach.

BENEFITS

• Sales performance analysis – revenue, profit, % of margin, number of customer, number of orders, refunds ratio, sum of refunds, average order value.
• Sales efficiency analysis – average order value, average order profit, average revenue per customer, average profit per customer
• Salespersons performance analysis – revenue, profit, % of margin, number of customers, number of orders, average order value, average order profit, average revenue per customer, average profit per customer, number and sum of refunds
• Customers analysis – revenue, profit, % of margin, average order value, average order profit, lowest profit, lowest % of margin, number and sum of refunds
• All can be filtered by time and salespersons
• Find out the real performance of your sales team in a simple and clear way
• Find out the seasonality of your business and be prepared for it in the future
• Increase efficiency - find out which salespersons are not working to your expectations and take steps to improve
• Ease of use – just enter basic data and everything happens automatically
• Saves your time - everything fast, clear and in one place
• Saves your money - incomparably lower price compared to other sales analytics solutions on the market

FEATURES

• E-book Guide in .pdf – easy to read anywhere - on your PC, tablet or mobile phone 
• Worksheet in .xlsm with clear Dashboard sheet – easy to understand and work with. Everything is pre-programmed, all you need to do is to input your data. 

FACEBOOK GROUP

Do you have any questions about sales team performance metrics? Feel free to write us in the Facebook group. We will be happy to advise you. Plus, you can get valuable advice, tips and recommendations from other members who are already working on their successful business journey.

TRY BEFORE BUY

Not decided yet? Download the preview of the Sales Success Dasboard e-book guide. And that's not all. You'll also get access to a preview of other digital tools.

OUR HAPPY CUSTOMERS

"After a year in business, I decided to hire three sales reps. I've heard stories from friends about how important it is to keep these people in check when it comes to performance. Since this was a significant investment, I was looking for a solution to keep a daily overview. Adding a module to the ERP was very expensive and my experience in excel was limited at best. A friend recommended the Sales team performance dashboard so I gave it a try. For the price, it is an excellent tool - it allows me to keep track of overall performance, individual performance, customer performance and its outputs are the perfect basis for me to consult with salespeople and improve economic efficiency. I recommend it to anyone who doesn't have a big budget." Jamal, small business owner

"My first naive attempts with sales reps resulted in a negative financial balance. When I analyzed where I had gone wrong, what came out was a lack of ongoing follow-up and ignorance of the performance of individual salespeople. Since I still believed in the concept, I was looking for a simple and accessible tool that would show me the real performance of the salespeople over time. Sales team performance is excellent! I import the data from the billing system and in no time I have clear results in front of me. There are metrics that I had no idea about but have found to be critical to success. I really like this tool and use it on a daily basis." Nathalie, sales team manager

AUTHORS

Róbert Tomly - Thanks to 10 years of experience in managing an international company and my strong analytical mindset, I believe that the business world is largely based on solid, quantifiable through numbers, fundamentals. But it's not just numbers that construct your reality. It's also something more. Trust in the business and its perception through the emotions of your customers.  

In my work, I use both strong counterpoints - reason and emotion. I help to understand the strengths and weaknesses of businesses. I set goals, help to monitor success and advise on what and how to improve for better results.  

Peter Hrnčiar - 15 years in digital marketing have taught me that the most important constant of any successful business are happy customers. That's why I focus most of my attention on them.  

I apply my years of experience, as well as the latest insights and research on user behaviour into your successful projects. I help both with auditing e-shop in terms of user experience and with the actual design of a powerful e-commerce platform, which will aim to satisfy the needs and wishes of its customers. Using 360° marketing, I attract visitors to you and turn them into satisfied customers. I show you the possibilities of how to continue to grow and move forward.

REQUIREMENTS

• PDF reader app 

• Microsoft Excel 2016+ or Microsoft Office 365 (compatible both with Windows and MacOS versions) 

SUPPORT

If you need support or have a question, contact us at support@futurtoolbox.com

REFUND POLICY

We understand that investing in meaningful and effective tools for business growth is not easy. That’s why we’ve decided to let you try most of them before you decide to invest in them. You can find more about this in our refund policy document.