This is a sales rep’s individual view of their personal performance metrics. This view shows everything from number of machines sold, to the volume by dolar amount current in won, lost, or working deals.
In this section you will find key queries, reports and summaries available to you via Equipment CRM which are used most frequently by Texada users.
A comprehensive log of all activities, organized by year and month.
Reports on completed activities versus the customer’s Planned Annual Rate (PAR), ensuring adequate customer coverage.
Monitor the progress of deals through various stages (Outstanding, Development, Proposal, Won, Lost, No Deal).
A comprehensive log of all activities, organized by year and month. Export the table for detailed analysis.
Track performance metrics compared to company averages, identifying high-performing areas and opportunities for improvement.
Analyze competitive info by region and model to understand market positioning and reasons for lost sales.
