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Announcement
a month ago

🎯 New Revenue Targets Dashboard

SitePad now gives managers a clear, visual overview of salesperson performance against monthly revenue targets.

Available within:

Dashboard β†’ Analytics β†’ Revenue Targets

The new dashboard provides:

βœ… Total revenue target
βœ… Actual invoiced revenue
βœ… Target achievement percentage
βœ… Variance against target
βœ… Number of BDMs currently achieving their target
βœ… Monthly revenue-versus-target trends
βœ… Target achievement by individual BDM
βœ… New-hire versus ongoing-hire revenue
βœ… Detailed monthly performance and variance

Managers can filter the dashboard by:

  • Date period
  • Customer
  • BDM
  • Depot
  • Revenue basis

Revenue is calculated using the same Syrinx invoice data and BDM attribution as SitePad’s existingΒ Revenue Report by BDM.

The dashboard supports both:

  • New Hire Revenue β€” invoiced revenue from hires commencing during the target month
  • New & Ongoing Hire Revenue β€” all invoiced revenue attributed to the BDM during the target month

This provides managers with an immediate view of who is achieving their targets, where revenue is falling behind and how performance is changing over time.

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