Sales Scorecard Drilldown
- 27 May 2023
- Impresión
- PDF
Sales Scorecard Drilldown
- Actualizado en 27 May 2023
- Impresión
- PDF
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Clicking anywhere on the chart displays a list of the monthly Sales Scorecard entries as determined by the definition of the KPI as shown below. The list can be exported to a spreadsheet for additional analysis. It can also be exported as HTML or PDF.
Creating a Sale Scorecard KPI
- Go to the Dashboard, select the kebab menu of an existing KPI display, and click New.
- Select Sales Score Card from the KPI Type menu.
- Create a KPI Name.
- Select a Date Range to display if you prefer.
- Select a Sales Rep from the Score Card field.
- Click Save.
After you have created your Sales Score Card it will appear on the Dashboard screen.
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