Updates: synced on a schedule. Dashboards: refresh every 60 seconds.
Sales collected (LAS) — Weekly scoreboards, goal tracking, and channel breakdowns for LAS certification collections.
Cert product sales — BCP, CFCP, and CMI/REO program performance vs weekly goals.
Call activity — Dials, answer rates, talk time, and SMS by rep for LAS and Cogo Capital teams.
Lead management — Speed-to-lead monitoring and pipeline health by BDC.
Collected dollars by rep, progress vs goals, and channel breakdowns. Week to date for pacing, last week for review.
Ranked reps with collected vs goal progress. Pages rotate automatically when there are more than 16 BDCs.
One screen covering last week through year-to-date: period cards, team and channel breakdowns, and pacing.
Per-rep breakdown by channel (In-House, FT, Certs, JV) with call activity pacing. Eight reps per page.
Weekly program performance vs goals, department and channel breakdown, and top sellers.
Floor activity at a glance. Today for intraday monitoring, week to date for the working week, last week for Monday reviews. LAS and Cogo Capital have separate boards.
Catch stale new leads and overloaded BDCs before SLAs slip. Data pulls live on every refresh.