π― 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:
β
Total revenue target
β
Actual invoiced revenue
β
Target achievement percentage
β
Variance against target
β
Number of BDMs currently achieving their target
β
Monthly revenue-versus-target trends
β
Target achievement by individual BDM
β
New-hire versus ongoing-hire revenue
β
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 SitePadβs 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.