This article will guide you through how to use the My Sales Performance Widget.
This is a quick snapshot of your sales performance over the current period.
Prospects Scheduled - This is the number of prospects scheduled for a consult during the current period.
Prospects Showed For Consult - This is the number / percentage of prospects that showed for their consult.
Deals Closed (Scheduled) - This is number of deals closed to a prospect that was scheduled for a consult.
Deals Closed (Not Scheduled) - This is the number of deals closed to a prospect that was not scheduled for a consult.
My Avg Deal Invoice $ - This is the average invoices amount of deals closed.
Requirements - A 'Master Admin' login or a staff login with permissions to add/view this widget to their dashboard.