What analytics should a multi-portfolio trading software have?
Posted: Tue Feb 18, 2025 3:31 am
The vital KPIs of the multi-portfolio sales network
Dashboard
software_for_multi-portfolio_sales_agents_8
Orders | Sales
The best-selling items in each catalogue and those with low turnover.
The areas with the highest number of hong kong mobile database sales, ranking of your best customers and their location.
The number of new customers and existing customers.
The evolution of sales and monitoring of the established objectives.
Visits
The number of sales visits made by sales agent, orders placed and efficiency month by month.
The average number of visits per order placed, the average duration of the visit and the average amount of the order.
The agenda of visits and commercial actions of each salesperson and list of pending tasks.
The result of the actions, the follow-up of planned visits, those in which an order has been placed and the reports of each of them.
Clients visited, day, hour and time spent. Number of orders, repetitions and amounts.
Intensity of visits by geographical area.
Activity
Sales based on visits, the number of times the catalogue is displayed and the relationship between the items displayed and those sold.
Digital material displayed that has led to higher sales: promotional videos, advertising information, technical sheets, 360° product views...
Star or top-selling products and items with low profitability.
KPIs for multi-portfolio sales agents
Status of the client portfolio and monitoring of sales objectives for items.
Active, new, potential or lost clients.
Calls, visits, estimates and orders placed.
Ranking of sales agents based on the achievement of objectives.
Dashboard
software_for_multi-portfolio_sales_agents_8
Orders | Sales
The best-selling items in each catalogue and those with low turnover.
The areas with the highest number of hong kong mobile database sales, ranking of your best customers and their location.
The number of new customers and existing customers.
The evolution of sales and monitoring of the established objectives.
Visits
The number of sales visits made by sales agent, orders placed and efficiency month by month.
The average number of visits per order placed, the average duration of the visit and the average amount of the order.
The agenda of visits and commercial actions of each salesperson and list of pending tasks.
The result of the actions, the follow-up of planned visits, those in which an order has been placed and the reports of each of them.
Clients visited, day, hour and time spent. Number of orders, repetitions and amounts.
Intensity of visits by geographical area.
Activity
Sales based on visits, the number of times the catalogue is displayed and the relationship between the items displayed and those sold.
Digital material displayed that has led to higher sales: promotional videos, advertising information, technical sheets, 360° product views...
Star or top-selling products and items with low profitability.
KPIs for multi-portfolio sales agents
Status of the client portfolio and monitoring of sales objectives for items.
Active, new, potential or lost clients.
Calls, visits, estimates and orders placed.
Ranking of sales agents based on the achievement of objectives.