Sales Performance | Tableau Exchange

Sales Performance

by Egen

Description

The Accelerator for Sales Performance depicts monthly revenue achievement towards a specific quota (performance.) It provides immediate visibility into quota performance for regions, territories, and sellers. The Performance Comparison dashboard provides year over year context for performance.

Egen built this Accelerator to adapt easily to commonly used Sales data models, and it can be adapted easily for Sales Cloud, as well. Get in touch with Egen's sales analytics experts to find out how they can help you.

Watch Egen's Webinar on the Sales Performance Accelerator

Answer Key Business Questions

  • How is sales performance achievement compared to prior periods?
  • How do my sales teams rank against each other?
  • Which sellers are the highest performers?
  • Which sellers or teams consistently exceed quotas?
  • Are assigned quotas realistic for associates?

Monitor and Improve KPIs

  • Median attainment
  • Median performance %
  • % of associates meeting quota
  • Associate rank
  • Performance vs Median

Features

Supports data mapping

Resources

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