Managing for Success 2

Rex

Goal Monitoring
One of the best features of the ACT! dashboard is the Gauge Chart. From a quick glance, we can see how close we are to sales targets, and which team members need to work harder to reach monthly goals.

The red triangle represents the sales target. To set your goal, click the Edit button in the upper right corner of the dashboard. Double click on the gauge chart, and select Specify Targets. Enter your target, and click Finish. Close the dashboard editor, save your changes, and the display will refresh. Be sure to use the Filter button to set the appropriate date range.

Focus on Key Opportunities
After reviewing the current progress towards sales goals, the next question is – “What can we do to meet the sales target?” Closing a few large opportunities can make a big difference. The Top 10 Opportunities list is a great way to focus on important transactions.

Dashboard Accountability
Take the dashboard to your next sales meeting, and use the images to discuss progress and challenges. What do the graphs say about each sales person’s effectiveness? Tip: While viewing the dashboard, click on the File menu, and choose Quick Print Current Window.

Change the dashboard filters and compare this month to the previous few months. This can be a great way to emphasize progress and reward success.