Sales Dashboard

The initial screen for Sales department

The Sales dashboard will show overall stats of the performance in the previous period. Access to this page will be granted to the following default roles: Cluster Admin, General Manager and Sales Manager.

Use permission "View Sales dashboard" to grant it to additional roles if needed.

If the user has a permission to View Sales dashboard and to View Subco dashboard, a dropdown to select the desired view will be available at the top right corner of the screen.

Available sections on Sales Dashboard are:

• Earnings

• Claims

• Refunds

• Books by source

• Books by tag

• Canceled and On hold moves

• Jobs for today

• Summary of Leads, Moves and Claims

• Top 5 companies

• Recent reviews

Good to know!

All stats are related to jobs booked by sales people through Dispatch app. We will exclude jobs that have “Mod24” as source, and don’t have a lead source.

All of these sections, if they have comparison option, would be compared as follows:

• Today to Yesterday

• Last week to Previous week (e.g. 09/19-09/25 would be compared to week before that)

• Last month to Same month last year

All of these would have filter by, unless stated otherwise:

• Today

• Yesterday

• Last week (from Monday to Sunday, so we take the calendar week instead of last 7 days)

• Last month (from first to the last day of the month, e.g. 1st Sept to 30th Sept)

Earnings

This section will show a summary of what a Cluster owner earned, as well as what is the payout to all the carriers. These numbers are dependent on cluster fee and cluster percent, more details can be found in Carrier info or Company info.

By default we will show earnings for Last month with comparison to the same month last year.

Example of Earnings section

Claims

By default we will show Claims that were created Last week and their current statuses. Adjusting the filter will take claims that were created in the selected filtering option.

Claims section

Refunds

Books (sources)

In this section a pie chart will show a distribution of sources for booked moves. By default we will be showing jobs that were booked today.

Booked moves per source

Books (tags)

Similar to the previous section, list will represent the number of booked moves today for tags that are connected to companies.

Booked moves per tags

Canceled/On hold

This section shows how many jobs were put in one of these statuses during the selected period. By default Last week will be shown.

Example for Canceled/On hold section

Jobs for today

This section will show the number of jobs with Move date for today and how many of these jobs were already completed.

No additional filtering is available for this section. It will show the current status of the jobs with today's move date.

Jobs in progress today

Summary

Summary section will by default show Last week with the column chart with number of Moves, Leads and Claims. Adjusting the filter will allow user to see results for Today, for Last week or a Monthly view for the current year.

Example of Summary section

Top 5 Companies

This section shows the best performing companies according to:

• Highest rating

• Amount of jobs

• Percentage of claims for performed jobs

Recent Reviews

This section will list out 5 latest reviews for the companies within the cluster. Reviews that are not public yet (i.e. the company didn't leave a review for a customer) will have an alert indicator next to it.

Recent reviews example