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Purpose
The scorecard dashboard provides a summary of key statistics valuable to any sales team. While some of this data may appear in other dashboards, the scorecard dashboard uniquely consolidates it all in one place, segmented by different time periods for easy comparison.
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Filters
This dashboard has two three filters that are very easy to understand.
Agent: You can filter the data by agent. If no agent is selected, it will present global stats.
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Time unit: Here you can select the kind of time unit to analyze. Available options are:
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Daily: The data is presented by each day.
Weekly: A week is typically considered to run from Monday to Sunday, with two exceptions:
If a month starts on a day other than Monday, the first week of the month begins on that day and ends on the following Sunday.
If a month ends on a day other than Sunday, the final week of the month starts on the preceding Monday and ends on that last day of the month.
Monthly: The data is considering a full month.
Quarterly: The data consideres a full quarter.
Yearly: The data considers a full year.
Date range: Select the period to analyze.
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Contacts: New contacts (either customers or leads) that were created within the period. This row is not applicable when an agent was selected.
Customers: New customers. This row is not applicable when an agent was selected.
Leads: New leads. This row is not applicable when an agent was selected.
Opportunities: Total of opportunities for the period.
To do: Opportunities with this status at the end of the period.
In progress: Opportunities with this status at the end of the period.
Won: Opportunities with this status at the end of the period.
Lost: Opportunities with this status at the end of the period.
Abandoned: Opportunities with this status at the end of the period.
Coverage: ((Contacts - In progress - Won - Lost - Abandoned) / Contacts) * 100. If an agent was selected it is calculated: (In progress + Won + Lost + Abandoned) / Opportunities * 100
Lost%: (Lost / (Won + Lost)) * 100.
Won%: (Won / (Won + Lost)) * 100.
ARC: Average revenue per customer. Gross sales / Customers. This row is not applicable when an agent was selected.
ARL: Average revenue per lead. Gross sales / Leads. This row is not applicable when an agent was selected.
Calls
This section shows stats related to calls.
Inbound: Inbound calls received.
Inbound answered: Inbound calls that were answered.
Inbound answered rate: Percentage of inbound calls that were answered.
Outbound: Outbound calls received.
Outbound answered: Outbound calls that were answered.
Outbound answered rate: Percentage of outbound calls that were answered.
Call time minutes: Total of minutes used in calls (inbound and outbound).
Avg. Call Length: Average duration of a call in minutes.
$/Min: Revenue per minute. Gross sales / Call time minutes.
Overall contact rate: (Won + Lost / Contacts) * 100. If an agent was selected it is calculated: (Won + Lost) / Opportunities * 100