FAQs in this section
What is My Sales Dashboard?
How do I create a dashboard?
How do I create a standard widget in my dashboard?
How do I create a mini-list in my dashboard?
How do I add a customized chart to my dashboard?
How do I create a notepad in my dashboard?
How do I add the charts I have created to the sale dashboard?
What actions do I perform on a dashboard?
What action do I perform on dashboard widgets?
Why is the date filters not being applied to your custom charts?
How do I disable the dashboard as my default screen?
Can I navigate to the Field sales app from the Dashboard in the mobile app?
What information does the Dashboard widget display in the Field Sales app display?
What can the Admins view in the Field Sales app?
What information can the agents view in the Field Sales app?
What is a Sales Leaderboard in Dashboards?
Table of Contents
The Sales Leaderboard is for sales managers who have subordinates working under them. It has five default widgets displaying the following:
- Sales leaderboard: Top 10 performers are sorted by the number of deals they closed during the selected period
- Top deals of the month: Top 10 deals closed in the selected period, sorted by deal amount
- Top product sales: Top 10 products sold during the selected period
- Top representative by activities completed: Names of the top 10 sales reps, sorted by the number of activities (events and tasks) they completed in the selected period
- Top representative by win percentage: Name of the sales rep with the highest win percentage
Was this FAQ helpful?
1
out of
2
found this helpful.
Comments 0
Be the first to comment