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      How to Utilize One on One tool for Managers

      What

      This article explains how managers can use the Dashboard in ShareBuilders CRM to track a Seller's performance, identify opportunities for improvement, and assist in hitting revenue targets.

      Why

      The Home Page provides a complete snapshot of a Seller’s progress toward their budget, top clients, pending deals, and collections. Reviewing this data helps managers and Sellers stay on track, adjust strategies, and ensure long-term growth.

      How to Access a Seller’s Home Page

      1. Go to the Dashboard and click on Team.
      2. Select the Seller you want to review.
      3. The Seller’s Home Page will load, displaying key performance data.

      How to Use the Home Page for Seller Performance

      1. Check Budget Progress – Use the bar chart to compare the Seller’s booked (dark purple) and pending business (pink) against their goal (gold bar).
      2. Evaluate Year-over-Year Growth – See if the Seller is beating last year’s revenue with the same account list.
      3. Identify Gaps & Action Plans – If the Seller isn’t hitting their goal:
        • Discuss their plan to get there.
        • Provide guidance on increasing revenue.
      4. Review Top 10 Clients & Pending Deals – Recognize new and growing business, and strategize on accounts that need attention.
      5. Assess Attrition & Collections – Understand why accounts are dropping and offer solutions to close gaps.

      How to Use the Account List for Seller Development

      1. Go to the Account List – Click "Add Filters" in the filter section and select Account Category.
      2. Filter by Keys & Targets –
        • Targets: Look for stalled opportunities. When was the last activity?
        • Keys: Ensure accounts are being maintained and growing.
      3. Check Pending Activity – Are pending deals connected to Targets?
      4. Move Accounts as Needed – Use the arrow next to the account name to reassign accounts to a different category or Seller.
      5. Help Grow Keys & Close Targets – Discuss strategies to close deals and expand key accounts.

      Additional Tools for Seller Growth

      • Pending: If Sellers struggle to update their pending deals, review them together via the Sales Funnel in the Seller's home page. 
      • New/Returning/Non-Returning Report: Guide AEs to this report to identify warm prospects. Encourage them to look 2+ months ahead for new opportunities.