Scorecard dashboard
- Alexis Bustamante
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.
Access to this dashboard is restricted to users with the Scorecard Dashboard permission, which is enabled by default for Admins only. If a user with a different role needs access to this dashboard, you can grant them this permission.
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 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.
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.
It’s important to note that only completed date periods, based on the selected time unit, will be displayed. For example, if you select a quarterly time unit and a date range of 01/01/2024 - 05/01/2024, only the statistics for the first quarter (01/01/2024 - 03/31/2024) will be shown. The second quarter, which ends on 06/30/2024, is not included in the selected date range and therefore won’t be displayed.
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. 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