The Report Card feature in ShareBuilder CRM provides a comprehensive overview of sales activity, pending deals, and overall performance for both Sellers and Managers. This tool helps track progress, measure accuracy, and identify trends in the sales funnel.
The Report Card can be a game-changer for sales teams. It enables better decision-making, strategic planning, and improved forecasting by offering insights into activity levels, conversion ratios, and sales trends.
How to Effectively Use the Report Card
Get a Comprehensive Sales Overview
The Report Card consolidates all pending sales data in ShareBuilder CRM. Users can track progress seamlessly and ensure that no deals are overlooked.
Monitor Activity Levels
The built-in grading system tracks week-over-week activity levels for AEs. A sudden drop in sales proposals or client interactions is flagged, allowing AEs to identify and address performance dips.
Measure Accuracy of Sales Forecasting
Compares pending sales data against actual booked revenue. Users can spot discrepancies at the business unit, market, or individual AE level, ensuring realistic sales projections and financial planning.
Gain Insights into the Sales Funnel
Data is available for weekly, monthly, or quarterly reviews to assess performance trends and coaching opportunities. Managers can view:
Number of pending deals created
Deals won vs. deals lost
Sales cycle duration
Track Key Sales Metrics
The Report Card calculates essential KPIs, including:
Closing ratio (percentage of won deals)
Lost ratio (percentage of deals that fell through)
Average sale size
Set and Evaluate Sales Goals
Customize sales funnel stages and set specific goals for each AE.
If an AE’s prospecting goal is eight but only six deals are in the pipeline, the Report Card highlights the shortfall so managers can provide targeted coaching.
Analyze Performance Trends
The Report Card provides data-driven insights into:
Where deals are getting stuck
Whether sales cycles are too long
How to optimize sales strategies
Improve Forecasting and Sales Planning
Tracks average days a deal stays in the funnel to help refine prospecting efforts. Prevents end-of-month scrambles by keeping sales pipelines consistent and balanced.
