NI Team
GB Team
Weekly Data Entry
Targets are editable. Changes auto-save.
NI Team
| Rep | Phone Calls | Face to Face Visits | New Accounts | ||
|---|---|---|---|---|---|
| Target | Actual | Target | Actual | Opened | |
GB Team
| Rep | Phone Calls | Face to Face Visits | Prospecting | New Accounts | |||
|---|---|---|---|---|---|---|---|
| Target | Actual | Target | Actual | Target | Actual | Opened | |
Calls, face-to-face, prospecting and new accounts are fed automatically from TerritoryIQ activity logging from w/c 17 Aug. Targets remain editable. Reps marked Manual are typed in as before (admins: use the Auto/Manual toggle next to a rep's name to change their mode).
Weekly Notes
Weekly Trends
Phone Calls - % of Target
Face to Face Visits - % of Target
Monthly Summary
Grade C Customer Follow Up
Track outreach to Grade C customers (GBP 0-11k rolling 12 months)
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New Customer Accounts
Brand new accounts opened in Interprise, by rep
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Rep Performance
New accounts, growth and attrition by rep
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Customer Feedback & Complaints
Track complaints, feedback, queries and returns
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Whale Opportunities
Management Actions
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Edit Action
Office documents, images and PDFs. 10MB per file.
Meetings
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Leadership Team Actions
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Edit Action
Office documents, images and PDFs. 10MB per file.
Leadership Members
Each member gets their own board and a login limited to this page. Removing a member hides their board and disables their login (their tasks are kept).
User Access
Who can sign in, and which pages each person sees. Changes take effect the next time they load the dashboard.
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Add Person
Tick the pages this person should see. Adding someone new also creates their login and shows the password once.
Log Customer Activity
Records a dated note directly in Interprise against the chosen customer. Visible to the office and the rep on the customer record.
How you contacted them (call, visit, etc).
Defaults to your account. Edit if logging on behalf of someone else.
Adds a stage label to the note. It does not change the stage in Interprise - update that there yourself.
Today's log
Notes you and the team have logged through this dashboard today.
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