The VP's daily view of the team

VP of Sales

The VP's daily view of the team0:50 · narrated, with captions

Transcript

1. 0:02This video is a five minute morning routine for the VP of Sales, all on your dashboard.
2. 0:08Start with the four tiles: revenue against last year, open pipeline, active accounts and team follow-ups due today.
3. 0:16Timing and Accountability shows each rep's turnaround and follow-up compliance. Pick a rep to check one person.
4. 0:24Recent MOM shows the meetings held and summarised, with their tasks.
5. 0:30Forecast vs Actuals shows the year month by month, coloured green, amber or red against forecast.
6. 0:36Under Pace lists the customers furthest behind forecast this month. Start your calls with these.
7. 0:42That is your daily view of the team.

1. Headline tiles: revenue against last year, open pipeline, active accounts and team follow-ups due today.
2. Timing and Accountability: turnaround and follow-up compliance, team-wide or one rep at a time.
3. Recent MOM: meetings held and the tasks they produced.
4. Forecast vs Actuals: the year by month against forecast; Open detail for the full comparison.
5. Under Pace: the ten customers furthest behind forecast this month, with their rep.
6. Sales by Territory, at the bottom.

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