We have reworked our 'My Sales' dashboard to be even more focused on helping you achieve your sales targets. This page now includes :
all my open quotes, split into various different categories
a chart showing cumulative orders for the year against our targets
a month and year to date comparison of performance against target
a monthly breakdown of all our quotes showing quoted, accepted, rejected and outstanding
email reminders to send
quote requests received
all open jobs where I am the salesperson
If you're a salesperson or if managing quotes is part of your job, this should be a go-to page for you in TeamPoint and will help you keep on top of your sales funnels.
Both the cumulative orders and the monthly charts can also be added to the home page so it's possible to see them the instant you log in - no clicks necessary!