The Sales Overview Desktop is where Sales Agents will enter orders, view training or script documents, punch in and out of the Time Card, look at the call log, and view commission stats and performance reports.
Tiles:
The top of the sales desktop contains a row of tiles. These tiles will display quick stats for the day to the agent. They also serve as hyperlinks to resources for the sales agent.
Order Entry:
The Sales Order Entry module can be used to log a call or enter a sale when talking to a customer. From the Sales Agent desktop choose to enter an order based on the DNIS, Promo Code or Source Name.
Enter the value of either the DNIS or the source of the call, then enter the ANI if available (Customer’s telephone #), and click the go button. The Order Entry screen will appear.
Orders:
The Orders module will display a count of orders, revenue, and average ticket for this user for a given order date range selected on the slider bar.
Calls:
The Calls module will display a count of calls, qualified calls, orders, close rate, and rev/call for this user for a given call date range selected on the slider bar.
Compensation:
The Compensation module will display a count of hours and a sum of commissions for a given date range selected on the slider bar.
Notification Queue:
The Notification Queue module allows the agent to retrieve outbound call back notifications.
Call Dispositions:
The Call Dispositions module displays a pie chart to visualize the proportion of call dispositions for calls taken on this day. Use the drop down menu to filter for campaigns. Select to Show Only Close Rate Dispositions or to Show All using the pair of radio buttons. Hover over the chart to see the percentage displayed.