We've introduced a new Sales Effectiveness Dashboard within SitePad CRM Analytics, giving sales managers and directors greater visibility into sales activity, customer engagement, quotation performance and individual BDM effectiveness.

The dashboard brings together key sales metrics, interactive charts and actionable insights to help teams understand which activities are generating results and where improvements can be made.

What's New?

📈 Sales Performance KPIs

• Sales Activities – Total completed sales activities during the selected period.
• Customers Contacted – Number of unique customers contacted.
• Quotations Sent – Total quotations sent.
• Quotations Won – Number of successful quotations.
• Decision Win Rate – Percentage of decided quotations won.
• Invoiced Revenue – Revenue attributed to the selected BDMs.

📊 Activity & Commercial Outcomes

A new interactive chart compares completed sales activities against quotations sent and won, helping identify trends and relationships between sales effort and commercial results. Switch between weekly and cumulative views.

🎯 From Contact to Quotation

Track customer progression through the sales process, from initial contact through to quotation and successful conversion.

Includes contact-to-quotation and quotation-to-win conversion percentages.

👥 Activity vs Win Rate

Compare individual BDM activity volumes against their quotation win rates, making it easier to identify high-performing salespeople and potential coaching opportunities.

🏆 BDM Effectiveness Scorecard

A detailed breakdown of individual sales performance, including:

• Completed sales activities and customers contacted.
• Quotations sent, won and lost.
• Quotation win rate.
• Median quotation decision time.
• Invoiced revenue.
• Overdue quotation follow-ups.

📞 Activity Mix by BDM

Visualise how each salesperson spends their time across calls, emails, visits, meetings and other activities.

💡 Coaching & Follow-Up Insights

A dedicated section highlights opportunities requiring attention, including overdue follow-ups, quotations without a next task and individual BDM performance insights.

Sales managers can quickly identify where action is needed and review individual BDM performance.

Filters & Reporting

The dashboard supports filtering by reporting period, depot and BDM, allowing sales managers to analyse performance across the business or focus on individual teams.

Where to Find It

Navigate to Dashboard → Analytics → Sales Effectiveness.

This new dashboard provides a clearer picture of how sales activity translates into commercial outcomes, helping teams improve follow-up discipline, identify opportunities and drive stronger sales performance.