Market in ShareBuilder CRM is a manager-exclusive view that provides a real-time, market-wide snapshot of sales performance.
Core Features Include:
Booked, Budget, Forecast, and Pending dollars data provided to you in a graph and table view for the next 6 months
Next Steps Alerts that require manager action to keep your database clean and accurate
Top 10 Account Movers by billing, Sellers, Pending dollars, Non-Returning, New, Increased, and Attrition
Real-time Aging data
Visibility drives accountability, and accountability drives results. Dashboard - Market isn’t just a place to observe, it’s where you take action.
Why it matters for Managers:
Stay on target – Monitor how your market is pacing daily, weekly, and monthly
Coach effectively – Spot which sellers or accounts need guidance before it’s too late
Clean data = stronger forecasts – Ensure Opportunities are valid, categorized, and moving
Address issues fast – Alerts and Next Steps help you catch what’s falling through the cracks
The Dashboard - Market puts proactive leadership at your fingertips, so you can spend less time chasing down data and more time growing revenue.
Review the Financial Overview
Use the graph and table to track Booked, Budget, Pending, and Forecast dollars over the next 6 months.
Identify pacing concerns or budget gaps early.
Work Through Your Next Steps
Located at the top of your dashboard, these alerts highlight data exceptions like:
Stale Opportunities
Invalid Account Categories
Approve, return, or reject Seller-submitted changes to keep the database accurate and actionable.
Scan the Top 10 Account Movers
Drill into key performance categories like:
Sellers by billing
Largest pending Opportunities
New accounts
Accounts with year-over-year increases or attrition
Use this data to guide coaching conversations and spot revenue shifts.
Review Aging Data
Understand where revenue is at risk due to overdue or unpaid commitments.
Work with Sellers and Assistants to investigate or escalate.
Filter for Deeper Insights
Use the filter bar to refine by Business Unit, Timeframe, and Pending type.
Toggle between Seller-specific and market-wide views for more targeted coaching.
