Scorecard dashboard

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. 

Showing the dashboard

• Go to the Dashboard menu.
  

  

• Click on the dashboard selector button on the top right side.
  

  

• Click on View all dashboards.
  

  

• Select the Scorecard Dashboard. If you plan to access it frequently, you can optionally mark it as a favorite or set it as your default dashboard.
  

  

Filters

This dashboard has two filters that are very easy to understand.

• Time unit: Here you can select the kind of time unit to analyze. Available options are:
  

  

  • 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.
  

  

Stats

After selecting your desired filters, the statistical data appears in a table format. The headers display different date periods, while the rows are divided into three sections, each of which can be reordered using the arrow buttons on the left. This custom row order is saved within your browser session, so it will be preserved each time you access the dashboard from the same browser.

Additionally, you can hide or expand each section to focus on specific data as needed.

To export your report, simply click the download button.

Sales

This section shows sales stats, they are:

• Gross sales: The total sales + the total amount of chargebacks won.

• Refunds: The total of voids/refunds.

• Chargebacks: The total amount of chargebacks that were opened.

• Net sales: Gross sales - Refunds - Chargebacks.

• Orders: The total orders placed.

• AOV: The average order value. It means total sales / Orders.

Contacts

This section shows stats related to contacts and opportunities.

• Contacts: New contacts (either customers or leads) that were created within the period.

• Customers: New customers.

• Leads: New leads.

• 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.

• Lost%: (Lost / (Won + Lost)) * 100.

• Won%: (Won / (Won + Lost)) * 100.

• ARC: Average revenue per customer. Gross sales / Customers.

• ARL: Average revenue per lead. Gross sales / Leads.

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.