Sales Community is an Organization wide view that displays all the current Leads generated in LeadX application along with its current Stage and status.
With Sales Community, you get an aggregated view of all the Leads, current Revenue, Total number of Leads, Handshakes & Hit Rate in Real Time
The below table explains the KPIs information provided in the Sales Community page
KPI | Description |
|---|---|
Revenue, <currency> | The Revenue displays the current revenue of the organization converted to the Base Currency of the organization The Revenue is calculated based on the Lead Value of the Leads that are closed in Won State |
Leads Total | Leads Total displays the total number of leads generated in the Organization |
Hit Rate | Percentage Leads Won against total number of Leads |
Handshakes | Number of handshakes occurred in the Organization and Leads generated by non sales team members |
If Multi-Organization feature is enabled then for Manager User of Parent Organization the KPI information displays the aggregated total of Revenue, Leads, Hit Rate and Handshakes.
Manager User can view the aggregated information or select a specific organization to view it’s specific information
The below screen shows how Sales Community is displayed in the LeadX Application
You can view all the leads or filter leads by stages.
If Multi-Organization feature is enabled then for Manager User of Parent Organization the list of Leads is displayed as aggregated list of all the Leads generated by Parent and Child organizations
Manager User can view the aggregated information or select a specific organization to view it’s specific information
You can click on any specific lead to get a quick View of the Lead
Attachments:
image-20200405-221839.png (image/png)
image-20200405-221925.png (image/png)
image-20200405-222132.png (image/png)