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Sales Leaderboard Guide

Sales Leaderboard 2
Sales Leaderboard 2

Overview

 

Control > Commerce > Sales Leaderboard

 

The Sales Leaderboard helps sales teams and individuals determine the:

  • Total Monthly Sales
  • Top Sales Teams
  • Top Sales People
  • Most Recent Sales

Filters

 

Use the Time Frame filters to refine your search:

  • Current Week
  • 7 Days
  • Current Month
  • Previous Month
  • 30 Days
  • Current Year
  • 12 Months

- together with the Currency filter:

  • GBP
  • USD
  • EUR
  • etc (depending on your setup).

The above will display all currencies for orders up to the last 12 months.

 

Total Monthly Sales

 

The Total Monthly Sales chart shows Order Value for the Previous Year and Current Year for the same month.

 

If you hover over each point:

 

 

- you will see the values for each month (for the current and previous year).

Top Sales Teams

 

The Top Sales Team panel displays the total order value for each sales team, depending on the selected timeframe filter.

Top Sales People

 

The Top Sales People panel shows the total value of sales, based on the established timeframe filter, per sales rep.

 

It also displays the sales rep's:

  • Sales Team
  • Business Unit (if set)
  • Number of Orders

Most Recent Sales

 

The Most Recent Sales panel displays each new sale by:

  • Product
  • Product Category
  • Product Lines
  • Value
  • Account

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Product Version

Version 9.0.7.4
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