Introducing our Reporting (New) portal!
We’ve been working on a really cool Sales and Business Reporting Portal that we think you’re going to love – with customised RAVE reports for the branch and salesperson with visuals that are smoother than ever.
This blog is going to outline our brand new Reporting portal, talk through what’s new, and showcase how to get the most out of RAVE’s new reports.
Accessing the reporting portal is super easy, you just need to head to your profile dropdown menu (on the right of your name), and click on “Reporting (NEW)”. This will automatically open at the highest level you have available – be it branch or salesperson reporting. Now, let’s walk through the brand new reporting portal from different levels.
Branch Level Reporting
Let’s look at the Branch Level Reporting first.
The Overview Screen is a summary of all activity and how the Branch and Sales team are doing for a selected date range. As you can see, you’re able to adjust this date range with our easy to use dropdowns/calendar selectors, you can also reset this date whenever you need to.
There are three displayed values that are clear to see in the Overview. These are Enquiries, Sales, and the Total Signed Contract Values of your Sales.
The key differentiation between the second and third values is that Sales is total quantity of jobs won, and the third value is the Total Signed Contract Values of those Won Sales. This information is collated in the Performance graph found below.
Sales Opportunity Stages
The next graph down is Sales Opportunity Stages – this is super handy to get a quick snapshot of current opportunities and see “where they’re at”. This runs from left to right from 0% to 100% and shows how many potential clients are at the different “levels” and “how far they need to go” to get through to the signed contract or “WON” stage.
This table outlines the number of projects sold by each Salesperson, to identify who is leading sales in the branch – it also shows a running total of the dollar value of sales too!
How did you hear about us, Reasons given, and Source of lead Breakdown
The How did you hear about us table is a great tool for marketing analysis, as it quickly paints a clear picture of what channels are bringing in leads and at what frequency and proportion. This allows for branches to make better decisions on their marketing budget – based on the information loaded by the sales team i.e. if you need to pump up your advertising where should that spend go? And what range of activities are going to generate the best return.
The Reasons given pie chart outlines what sales have identified as a reason behind a deal being lost, which again is key to improving future performance and polishing up on areas of weakness.
Sources of lead provides the potential of a wider range of insights and more detail from information loaded in the Clients Enquiry Specification details.
The 13-month Review window contains a split view – there’s the Signed Contracts tab, and the Activated Builds tab.
Both of these tabs show a snapshot of the previous 12 months through to the current month – in the Signed Contracts tab this is via a bar graph showing the total $ value of won contracts.
For the Activated Builds tab, we see a bar graph showing the total quantity of won/activated builds.
Both tabs also include a table displaying all won clients including links to each client’s profile and project profiles back in RAVE.
Based on what your sales team has entered into the client profile, this is how much revenue is going to be signed in the next 4 months – viewable by total forecasted sales, forecasted builds and, and a 4 month breakdown by total $ Value.
This tab provides a breakdown of where the money is sitting in the system.
This is firstly broken down at the top in the overview sub-tab, where we have two different donut charts and respective figures. With one showing Invoices requested vs Invoices paid/unpaid, and another showing Invoice Quantity, Dollar value and what proportion is paid/unpaid.
Underneath that, we see a bar graph of Invoice Events by month (Created vs Paid). There is a button to toggle between Amount and Dollar Value too. Ideally, these should mirror up i.e. the Created column should match the Paid column – but this may balance out over two or three months, depending on how efficient the accounts team is at requesting payments and marking these off as paid.
The other invoice tabs provide a break down of all such invoices requested, and payments received for the selected period across the company i.e. preconsent deposit, unconditional deposit, other items, stage claim, variation and non contract.
Our new Sales Overview tab is a lot faster than the old system to load! You’ll see the familiar date range selector at the top of the page. This works just like the others.
The Sales Overview shows the name of opportunities when you hover over them, and as a new handy feature, the opportunity header will float as you scroll down.
You’re able to filter by Client Name, Project, Lead (Hot, Warm, Cold) Salesperson, or even sort by Opportunity header. Remember to hover over the Opportunity % to view the Opportunity description. Plus a HOT/WARM/COLD lead filter. There is also a handy HIDE LOST/CLOSED client/project switch quickly remove/or add in these clients.
Colour coding on this table lets you easily know the current Opportunity Status – the example below shows how the table looks if a client (Han & Leia 2nd job) drops back from a higher opportunity.
A cool feature is that on most of the tables in Reporting (New), the table headers can be used as search fields! In the below example, both the Client, and Project headers can be used as search fields.
Here you’ll find a breakdown of Sales Opportunities for a selected period by
- By month*
- Sales Funnel – There’s the ability to click on a group of values to display the Clients and Opportunity details for that group i.e. (66) $35,000,000 = 66 leads/sales with a total value of $35,000,000.
*Hover over the colour-coded bar sections to get actual numbers. Each page will fit a max of 12 lines of data, more than 12 lines will spill over additional pages.
Top Salesperson Report
This report shows the number of projects sold by each Salesperson each month. The highlighted cells represent the most sales each month – more than one cell will be highlighted in the event of a tie.
Click on a cell to display a table of the clients won, their projects, the date the opportunity was marked as won, the contract signed date and value.
Search for a Client or Project across the whole business quickly by: first and last name, address, project, or phone number.
Here’s how you can easily check how many clients each Salesperson has WON. You can also gauge the conversion/success rate for each Salesperson, as compared with all of the leads each salesperson has.
Thanks to the info on this tab, you’ll have access to the Clients Won Details, Conversion %, and Conversion Rates.
Easily track Client leads that are dropping off – with additional metrics to help you plug the gaps! This is complemented by a table breaking down any losses for the branch for the given period – including links to each Client and Project profiles.
A break down of all of the leads for the Branch – for the given period.
Also includes key info on the total number of leads (hot, warm, and cold), a table of more details including links to each Client and Project profiles.
A break down of the success for each Salesperson as a dynamic donut chart.
Again, this is displayed for the given period, and factors in the total number of leads, the current result for each of these i.e. WON, Lost, 25% and so on. If you’re trying to view more than 10 salespeople, click on the show more/show less to expand/hide additional salespeople.
This graph displays the current/latest Opportunity status for each lead for the time range given.
Current Client Opportunity
A simple list of clients loaded in for the given time range – with their current opportunity status displayed. Both the Project and Client are clickable. You can filter by Salesperson and current Opportunity.
Follow-ups – Displays the number of follow-ups in the system, and the stages each lead are currently at. This includes the following displayed clearly:
X – Overdue (includes accepted, pending and tba follow ups that are still overdue)
X – Pending
X – Completed
X – Accepted
X – Declined
X – TBA
Client Follow-Ups By Staff Member
A bar chart of follow-ups by Salesperson. Colour coded by stages.
A consolidated bar chart for the whole team, displaying where they’re at.
Here is where to quickly check for overdue follow-ups that need to be addressed.
Salesperson Level Reporting
Similar to Branch level reporting but for the Salesperson.
A Salesperson will only see their own data, with a slightly reduced range of reports. Everything you need, and nothing you don’t!
Overview – As per the Branch level view, except the sales people do not have the branch performance chart. The Sales Overview does have that cool column header search function for the Client and Project columns, plus a HOT/WARM/COLD lead filter. There is also a handy HIDE LOST/CLOSED client/project switch quickly remove/or add in these clients.
Sales – This tab will only display the Overview and Individual pipeline – not the top Salesperson report.
And that is it! A whole suite of powerful sales and business reports to help you keep your finger on the pulse, and more effectively manage your team performance!
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