Knowledge Base
Widget - My Sales Performance
This article will guide you through how to use the My Sales Performance Widget.

Requirements - A Master Admin login or a staff type that has the My Sales Performance Widget on their dashboard and/or the permission to unlock their dashboard. 

Viewing The My Sales Performance Widget






This is a quick snapshot of your sales performance over the current period.

Prospects Scheduled - This is the number of prospects scheduled for a consult during the current period.
Prospects Showed For Consult - This is the number / percentage of prospects that showed for their consult.
Deals Closed (Scheduled) - This is number of deals closed to a prospect that was scheduled for a consult.
Deals Closed (Not Scheduled) - This is the number of deals closed to a prospect that was not scheduled for a consult.
My Avg Deal Invoice $ - This is the average invoices amount of deals closed.



Related Articles: 


Manage Your Dashboard
Complete Widget Directory


 
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