What does the Health Check Report measure?
- View how many overdue leads each individual salesperson has on a given day
- View a snapshot of the number of Overdue calendar items for each salesperson, by type
- Find out how many leads each salesperson has that have been sitting at Awaiting Action progress for > 24 hours
- Instantly see how many new email, phone and walk in leads each salesperson has entered that day
Having the report emailed on a DAILY or WEEKLY basis saves Sales Manager time spent drilling down into reports or browsing through leads to make sure the sales people are actively working their leads.
The Health Check report helps managers keep track of whether their Sales Team is active and using the Sales Pipeline to the best of their abilities. The focus of the report is whether users are utilising the calendar to set follow up times – and sticking to those follow up times.
Contact our Support team on email@example.com to request set up. Note this report is only available to dealerships that use the Sales Pipeline on Desktop or iOS.