📈Performance

Overview of Performance

Performance statistics are quantitatively measured based on dimensions such as customers, sales projects, and follow-up records to assess the work performance of salespeople and sales teams.

Different roles have different data access levels for viewing statistics. Salespeople can view their own statistics, sales managers can view statistics for their own team and individual team members, and sales supervisors can view statistics for the entire sales department and each sales team within.

Features

Switching data viewing scope

As a Salesperson

You can view your own performance statistics data.

As a Sales Manager

You can view the performance statistics data for the entire team as well as each individual member.

As a Sales Executive

You can view the overall performance statistics data for the entire sales department, as well as the performance statistics data for each sales team or salesperson.