Performance Pulse is an analytics feature that enables you to track your sales performance across various revenue streams, teams, and individuals.
It allows you to create custom ālanesā for each part of your businessāsuch as product lines or territoriesāand set specific goals for each one. With Performance Pulse, you get clear, real-time insights into whatās working, what needs attention, and where to focus your efforts to hit your targets.
Before You Begin
- Make sure you have admin access for this setup.
- Decide how you want to segment your revenue streams (e.g., by product line, territory, or team).
Step 1: Create Performance Lanes
Performance Lanes represent your revenue channels and let you view performance āfrom every angle.ā
Examples:
- Product Line: Software Subscriptions, Hardware Devices.
- Territory: North America, Europe, Central America.
- Service Type: Consulting, Implementation, Support Packages.
- Brand: Brand A, Brand B.
- Sales Channel: Direct Sales, Partner Sales, Online Store.
- Go to Account Settings.
- In the General tab, select Performance Lanes.
- Click + Add new lane.
- Enter a name for each lane and enable it for deals.
Step 2: (Optional) Make Performance Lane Required
Ensure that every deal is assigned to a specific lane.
How to mark as required:
- In Account Settings, go to Data Entry and select Conditional Fields.
- Create a new rule or update an existing one that triggers when a deal is created or updated.
- Make the Deal Performance Lane required.
Click here for more information on Conditional Fields.
Step 3: Assign Performance Lanes to Deals
Ways to assign a Performance Lane:
- Assign a performance lane at deal creation.
- If you don't see the field on your Deal form, it might just need to be added. An admin can update this in Account Settings.
Click here for more information on customizing forms.
- If you don't see the field on your Deal form, it might just need to be added. An admin can update this in Account Settings.
- Edit from the deal profile.
- When importing deals.
Step 4: Create Performance Pulse Goals
Performance Pulse Goals provides configurable visuals that allow you to explore your pipeline in greater depth. You can track Performance Lanes across various territories, teams, or individuals to help you reach your objectives.
What Can Performance Pulse Goals Answer at a Glance?
- Who on my team is or is not on track to meet their target?
- What is or isnāt selling?
- How well are my different business lines performing in each of our territories?
- Are we on track to fulfill all our current contracts, and where should I focus my attention to ensure we meet our obligations?
Need help? Contact support at [email protected].