Sales

Understanding the Sales  Dashboard

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The Sales Dashboard gives you a high-level view of the sales performance for your company based on the Contract Accepted Date. Here you can use the filters to drill down into a specific set of data by amending the period, account manager, Supplier, business type, utility type or Campaign. You’ll be able to see the split of renewals VS new business, total Commission booked in a period and who how individuals within your team are performing in sales.