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      Sales Performance Analytics

      You can understand about Sales Performance Analytics

      Sales Performance Analytics, Compare revenue data from the previous period (Prev) to the current period (Curr.). Identify overall trends, growth, or any decline in revenue. This analysis serves as a foundation for understanding the financial health of your business.


      Analyze Prev. vs Curr. data to understand if your sales are growing, declining or remaining stable. This can help in forecasting future sales and setting realistic targets.


      Provide key stakeholders with actionable insights derived from Prev vs Curr analytics. This promotes a data-driven culture and ensures that decisions are based on evidence rather than intuition.


      Sales Performance Analytics has delivered the below KPIs and Insights.

      KPI

      Description

      Revenue | Job Acceptance and Close Ratio [ Prev. vs Curr. ]

      It will help to understand overall revenue data from previous (Prev.) and current (Curr.) periods and assess the efficiency of your sales team by determining the percentage of sales opportunities that result in closed deals.

      Overall Revenue [ Prev. vs Curr. ]

      It will help to understand overall revenue data from previous (Prev.) and current (Curr.) periods. 

      Job Acceptance and Close Ratio

      [ Prev. vs Curr. ]

      This KPI measures the percentage of job offers that candidates accept and assesses the efficiency of your sales team by determining the percentage of sales opportunities that result in closed deals.

      Average Deal Size [Prev. vs Curr.]

      Provides a comparison of the average deal size growth between the same periods in different years, indicating trends in deal size changes.

      Jobs bid to New & Existing Customer [ Prev. vs Curr. ]

      Analyze the total jobs created for New & Existing Customers  [ Prev. vs Curr. ].

      Revenue from your New & Existing Customer [ Prev. vs Curr. ]

      Analyze the total revenue generated by new customers New & Existing Customers  [ Prev. vs Curr. ]. 

      Track and Analyze your Sales Revenue by Service Category

      [ Prev. vs Curr. ]

      It will help to monitor and evaluate the income generated from different types of service categories that a business offers.

      Track and Analyze your Sales by Services Offered [ Prev. vs Curr. ]

      It will help to monitor and evaluate the income generated from different types of services.

      Sales Revenue by Adsource (Prev vs Curr)

      It is helpful in tracking and analyzing the income generated from various advertising channels or sources.

      Sales Revenue by Class (Prev vs Curr)

      Identifies which customer classes are the primary contributors to overall revenue, guiding resource allocation and marketing efforts.

      Sales Revenue by Customer Type (Prev vs Curr)

      Provides a straightforward breakdown of revenue contribution from various customer types. This KPI is fundamental for understanding the distribution of revenue across different customer types.

      Understand your Sales Revenue [ Previous vs Current ]

      It will help to Understand your sales revenue from the previous period compared to the current period 

      Computed fields

      Here are the business constraints that are applied.

      • All the Metrics are calculated for the applied date range filter.
      • Only active Jobs are considered for computation.

      How Previous Date Range is calculated.

      Below are details along with examples to help you understand how the Previous date period is automatically selected to measure your Sales Performance 

      Example 1:  When analyzing one month's data, it will be compared to the data from the preceding month.  

      E.g. 1 Current (12/01/2023 - 12/31/2023): Previous (11/01/2023 - 11/31/2023)

      Example 2: When you select `Last six months` data range, comparisons will be made with the data from the preceding six months."

      E.g.2   Current (07/01/2023 - 12/31/2023):  Previous (01/01/2023 - 06/31/2023)

      Example 3: When you select the `Last Year` data range, it will be compared to the data from the previous year."

      E.g. 3  Current (01/01/2023 - 12/31/2023): Previous (01/01/2022 - 12/31/2022)

      Filters

      Using filters you can analyze by applying various search criteria, here are the available filters:

      Service Category → Service → Customer Type → Salesperson → City → State


      Top 6 ways that Sales Performance Analytics can help to manage your operations better: 

      1. It will help to understand overall revenue data from the previous (Prev.) and current (Curr.) periods. 
      2. Analyze the total revenue generated by new customers New & Existing Customers  [ Prev. vs Curr. ]. 
      3. Assess the efficiency of your sales team by determining the percentage of sales opportunities that result in closed deals.
      4. Provides a comparison of the average deal size growth between the same periods in different years, indicating trends in deal size changes.
      5. It is helpful in tracking and analyzing the income generated from various advertising channels or sources.
      6. You can understand Customer Types that are primary contributors to overall revenue, guiding resource allocation and marketing efforts.