Templates > Sales > Sales Effectiveness > Sales (advanced) > Sales (advanced) Top Performers

Presentation

At the top, you can visualize the performance for your top Sales (advanced) KPIs, split by top performers: 

Below, you can visualize the monthly evolution of the performance.

At the bottom, you can see this performance split by the level of detail of your choice:

• The line chart shows the performance of the KPI over last 12 months
• The horizontal bar chart shows the performance of the KPI for the current period

Select Dimension

'Select Dimension' selector allows you to easily switch from one dimension (analytical axis) to another, so you can analyze your data from any point of view.

The list of available dimensions is defined during the configuration of your dashboard in LinPack.

In your Sales (advanced) dashboard, you will be able to select the following dimensions:

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

• Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
• Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
• Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
• Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
• Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

Filter your data

This data visualization comes with four top filters:

In your Sales (advanced) dashboard, you will be able to filter on:

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

• In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
• In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
• Below the chart, the variance in % vs the reference is displayed.