What Is Your Sales Goal This Year?

Are you on track to reach it?                                                                                               

As a busy entrepreneur, it’s easy to get bogged down by the details. Before you’ve finished your first cup of coffee, at least two “quick tasks” have ballooned into tangled quandaries... and your inbox has become a minefield of dread.

When daily catastrophes demand your attention, it’s easy to lose sight of the end goal. That’s why it’s important to take time every week (maybe every day) to refocus on the bigger picture.

Sales Report is a powerful tool that gives you that bird’s eye view to track your goals and progress. If your point-of-sale software automatically syncs to Gorilla Dash, the reports are accurate in real time.

Recently, we’ve rolled out some new reports to the Sales Dashboard to give you even more data to work with.

Here are some performance benchmarks you can track:

• Whether you’re meeting your annual sales target* 
• The value of delivered estimates versus sales
• Your estimates to sales conversion rate
• Your sales based on lead sources
• How many of your sales are attributed to your website

* If you haven’t set your sales target for the year, it isn’t too late! Scroll down to learn how to customise your Sales Dashboard.

Quick Gorilla Dash Guide                                                                                               

Customise your Sales Dashboard

Review your sales                                                                                               

While your Tribe Dashboard shows some important data, open the Sales Report to see the fuller picture.

The chart at the top left shows your estimates and sales for the whole year. Change the time frame to see sales for this month, last month, or up to the last 36 months.

The Sales report farther down the page allows you to see how your sales compared year over year. Click any years that are crossed out to add them to the line chart.

Set your annual target                                                                                               

To set a sales target, click the 📈 diagonal arrow at the top of the page. Select the year you want to adjust.

You can set your target in two different ways:

• Set a percentage increase over last year. Look for the adjustment at the top to “Automatically calculate increase from last year.” 
• Write in the Sales Target to declare your goal.

You can also adjust your Target Conversion Rate for the year. This will calculate the total estimates you need to send to hit your sales target.

Click Save to declare the goal. Several reports on your Sales Dashboard will now include your annual goal.

What other reports do you want to see?                                                                                               

If you’re using a spreadsheet to calculate an important metric for your business, let us know! We’d love to add new charts to the Sales Dashboard that are important to your bottom line.

Email us with your suggestions.                                                                                               

Enjoy the bird’s eye view,                                                                                               

Anthony Gherghetta                                                                                               

Email Anthony@gorilladash.com.