Purpose
This card provides a side-by-side comparison of completed and cancelled orders per salesperson, combining both count and dollar value. It allows managers to measure not just how many orders are being processed, but also how many are being lost, and the financial implications of those losses.
Key Metrics
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Completed Orders (Count & $) – Number and dollar value of orders successfully completed by each salesperson.
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Cancelled Orders (Count & $) – Number and dollar value of cancelled orders attributed to each salesperson.
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% of Order Cancellations – Share of each salesperson’s orders that were cancelled.
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Month-to-Month Change – Differences in completed and cancelled order performance between months..
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% of Total Contribution – Breakdown showing which salespeople drive the highest share of completions vs cancellations.
Insights to Look For
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High cancellation ratios: Salespeople with 15–25% cancellations may need support or process changes.
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Low cancellation leaders: Salespeople with strong completion rates demonstrate effective order handling or stronger operational alignment.
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Trend shifts: Comparing months helps spot sudden swings.
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Targeted coaching opportunities: This card highlights specific individuals who may benefit from training, operational alignment, or closer oversight.