Sales rep performance dashboards

Purpose

1. Real-time aggregation of sales activities and performance data for sales reps serving arcade and amusement machine retailers.

2. Automated generation of dashboards tracking KPIs such as leads contacted, deals closed, demo appointments set, machine units sold, revenue, upsell/cross-sell rates, and commission calculation.

3. Integration of disparate CRM, ERP, and POS systems for unified sales summaries by rep and team.

4. Distribution of daily, weekly, and monthly sales reports to management and individual reps.

5. Detection of top-performing reps for incentives, and alerting of underperformance to trigger coaching workflows.

Trigger Conditions

1. New sales record insertion or update in CRM or POS.

2. Scheduled intervals (e.g., end-of-day, end-of-week triggers).

3. Manual dashboard refresh requests by managers.

4. Threshold conditions met (e.g., sales targets achieved or underperformance detected).

5. New employee onboarding.

6. Territory reassignment or new product launch.

Platform Variants

1. Salesforce

• Feature/Setting: Reports API; schedule automated report exports of Opportunity data by user.
  

2. HubSpot

• Feature/Setting: Workflows; trigger deal-based workflow to update a custom dashboard via the Analytics API.
  

3. Microsoft Power BI

• Feature/Setting: Data refresh API; configure scheduled refresh using sales rep dataset and workspace ID.
  

4. Tableau

• Feature/Setting: Tableau REST API; publish and refresh visualizations filtered by sales rep.
  

5. Zoho CRM

• Feature/Setting: Deluge scripting to push CRM record changes to external dashboard endpoints.
  

6. Google Data Studio

• Feature/Setting: Data Connector setup; import data from Google Sheets or BigQuery updated via webhook.
  

7. Looker

• Feature/Setting: Looker API SDK; run scheduled Looks for rep-level KPIs and push to Slack/Email.
  

8. SAP Analytics Cloud

• Feature/Setting: Data Import API; automate ingestion of sales records for visualization.
  

9. Dynamics 365

• Feature/Setting: Power Automate flows using Common Data Service triggers for performance update.
  

10. Qlik Sense

• Feature/Setting: QRS API; automate app reload based on CRM data source refresh.
  

11. Sisense

• Feature/Setting: ElastiCube refresh API endpoint, triggered by new POS data files.
  

12. Monday.com

• Feature/Setting: Board automation; watch item status changes and update embedded charts.
  

13. Airtable

• Feature/Setting: Script automation; run summary formulas and push updates via webhook.
  

14. Oracle BI

• Feature/Setting: BI Publisher Web Service to pull rep metrics scheduled daily.
  

15. Pipedrive

• Feature/Setting: Push custom sales activity data into Pipedrive’s Insights API.
  

16. Slack

• Feature/Setting: Incoming Webhooks; send snapshot summaries as messages when thresholds are crossed.
  

17. Google Sheets

• Feature/Setting: Apps Script triggers; recalculate rep stats on edit or time-driven intervals.
  

18. AWS QuickSight

• Feature/Setting: Data set refresh API; automate pushed data files from S3 for dashboard update.
  

19. Freshsales

• Feature/Setting: Workflow automations to POST sales data to analytics endpoint on record change.
  

20. Netsuite

• Feature/Setting: Saved Searches API; scheduled export of sales transaction data for visualization.
  

21. Klipfolio

• Feature/Setting: REST connector automated fetch; visualize scheduled CRM and ERP data.
  

22. Trello

• Feature/Setting: Power-Up custom fields; visualize rep activities with external periodic data sync.
  

Benefits

1. Eliminates manual collation and report-building, saving sales ops hours.

2. Enables proactive sales management with up-to-date, unified KPI visibility.

3. Detects trends for strategic interventions (incentives, training).

4. Delivers accountability and transparency for all sales reps.

5. Improves forecasting accuracy and resource planning.

6. Drives competition and morale with real-time leaderboards.

7. Ensures data integrity across CRM, POS, ERP, and analytics tools.