Purpose
This card tracks the total number and dollar amount of completed orders per salesperson, highlighting individual contributions to sales performance. It helps managers evaluate productivity, identify top performers, and uncover where additional coaching or support may be needed.
Key Metrics
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Order Amount (Sum) – Total dollar value of completed sales attributed to each salesperson.
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Orders Created (Count) – Total number of completed orders, shown as a line graph overlay.
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Monthly Breakdown – Compares results across multiple months.
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Ranking by Salesperson – Displays relative performance of each salesperson within the group.
Insights to Look For
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Top performers: Identify salespeople generating the highest revenue and order counts .
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Performance balance: Compare volume vs. value—some salespeople may close fewer orders but at higher dollar amounts, while others drive more transactions at lower value.
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Trend consistency: See if individual performance is steady, growing, or declining month-to-month.
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Training opportunities: Lower-performing salespeople can be flagged for coaching or support, especially if their order counts are low compared to peers.
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Team contribution: Evaluate whether sales are concentrated among a few people or evenly distributed across the team.