While you can by default easily track and compare the ‘total sales booked’ by each individual salesperson, a team, or your entire organization as a whole, you can also track performance against specific goals or quotas set. Using the goals, at any time, you can check how well the salesperson is doing or whether they will be reaching their targets. Setting a Goal To set a new goal, you can: Go to the Insights section Hover over the dial “Total […]
In UPilot CRM, you have the option of creating different dials for your reporting based on your business needs. Based on the data and filters needed in the dial, you can edit the dial name. You can edit the dial name: While Creating a Dial. For an Existing Dial. While Creating a Dial To edit the dial name while creating a dial, you can: Navigate to the Insights section. Click on ‘Add new dial’. Choose the type of dial from […]
In UPilot CRM, you have the option of creating different dials based on your business needs. You can pick and choose the different parameters to get the exact numbers you need. To create a new dial, you can either Add a new dial from scratch, or clone a pre-existing dial. Adding a New Dial To add a new dial: Go to the Insights section Click ‘Add new dial’ on the top-right corner Choose the type of dial you would like to […]
For every dial that you have in your insights section, you can drill down to see the exact data used to calculate the final numbers / graphs. These numbers give you more in-depth information about what deals were closed, what customers were acquired, what contacts have been generated, etc. To drill down to see the data: Go to the ’Insights Section’ Open the dial by clicking on the name of the dial