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performance management system

Published on September 19, 2017 by - Dinesh Nim

Employee performance management system works as sales tracking software where you can create sales scorecard and monitor performance. Using sales software also helps to increase sales performance because organizing sales saves lot of time involved in assigning targets and creating sales reports. In sales software all this can be done in few clicks.

Track sales team scorecard

In most sales team there are some standard procedures for tracking sales performance. Sales team scorecard is used to add individual target information that can be matched with real time performance. Check out the steps below to understand how scorecard works.

Step 1:

Open “Manage Targets” section to create sales team scorecard. Just select executive and from the list to initiate the process. Enter parameters for the month selected. You must use target and weightage (total weightage should be less than 100) for executive and all values should be in numbers only.

Step 2:

Click on “Save” button.

Step 3:

You can also delete scorecard by selecting executive and target month.

Step 4:

Select executive and month from the list and click on “Performance” to view if target is met or not.

Step 5:

If required, you can check sales performance graph for more details about the team.

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