Using Reports and Dashboards

Available In All Versions of GSP Target Tracker

The GSP Target Tracker includes 4 dashboards that can be found in the standard “Dashboards” object in Salesforce.

These dashboards are:

• Salesperson Targets Overview
• Sales Manager Dashboard
• Team Targets Overview
• Product Targets

Prerequisites:
Please ensure the “GSP Target Tracker (User Access)” Permission Set is assigned to the user. If you are experiencing any issues, please confirm with your internal admin team that the Permission Set has been applied.

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How It Works

Salesperson Target Overview

This dashboard includes charts specifically focused on Salesperson Target revenue against target. It also contains detailed charts on pipeline coverage and expected revenue for future target months. Finally, the dashboard also provides insight into company-level performance against target, segmented by salesperson.

Sales Manager Dashboard

This dashboard gives Sales Managers powerful pipeline coverage and funnel management insights. Sales Managers can use this dashboard to conduct performance meetings with their teams, and will help to identify the areas for improvement, as well as the likelihood of achieving projected target figures. Over time, this dashboard will also help to drive target setting.

Team Target Overview

This dashboard includes charts specifically focused on Team Target revenue against target. It also contains detailed charts on pipeline coverage and expected revenue for future target months. Finally, the Dashboard also provides insight into company-level performance against target, segmented by team.

Product Targets

This dashboard includes charts specifically focused on Product Target performance against target, for both salesperson specific and catch-all targets. It also contains detailed charts on pipeline coverage and expected revenue for future target months. Finally, the dashboard also provides insight into product category-level performance.

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Important Considerations:

You can create your own versions of all included dashboards
The dashboards included in the GSP Target Tracker package are a fantastic foundation, but many businesses need to amend the dashboards to align them with the business objectives and outputs. Please feel free to adjust the dashboards, but we strongly recommend using “Save As” to clone the dashboard, instead of overwriting the original!

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Request Further Support

If you’re still having some trouble, we’re more than happy to help. Let us know what you’re struggling with using the form below, and we’ll be in touch as soon as possible.