Staff Management:
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- Automatically run Staff Metrics reports (activity counts) weekly and monthly so that you can see at a glance what the team has achieved
- Weekly and Monthly standard reports for all staff
- Data stored as a snapshot for fast recall with actionable intelligence
- Over 30 points of activity captured including tasks completed by group/points earned/opportunities won/lost and much more
- Create ad hoc reports for any period for any member of staff whenever you need
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- Powerful user performance user definable grid for reviewing performance against target
- All grid features including export to Excel and ability to use grid as part of a scheduled report
- Optionally include targets/actuals/variance columns - per month
- Show by user and all measures
- show by measure and all users
- Choose year to display
- Show by branch/team option
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- Set comprehensive targets for your users activity so you can measure performance - fast and accurately
- Set Targets per year and spread evenly and/or copy from previous years/other users
- Monthly sales targets, Martin targets, Target Margin %age, Points
- Monthly tagets for Contacts created, Opportunity/Collection (per type): created count, closed won count and value
- Monthly tagets for Tasks (per Task type): Created count, Compeleted count, Completed by a task code, Points earned
- Use targets for building widgets
