Create cockpit

Which destinations should be displayed in the cockpit?

You can choose from all existing types of actions and differentiate between them using one or more kinds of actions If you select several kinds of actions, all combinations of type of action and the selected types are used for the evaluation.

In the field “Monthly target” you define the number of the respective combination per month. To enter different values per month, switch to the expert view above the double arrow  . Using the single arrow in front of the individual monthly values, you can distribute a value over all months. It is also possible to enter decimal numbers to get an even value as annual target value.

You can delete settings by checking the setting to be deleted on the right and clicking “Remove setting” at the bottom of the action bar.

To save the Cockpit Template, click on the save button in the upper left corner.

Special features

The selection of the kinds of actions takes place via a multiselect. For example, you can select all types of actions for an kind of action, which are then evaluated in the success cockpit.

Sales target (year)

Here you can define a sales target, which is used in the statistics module for the user ranking list.

Features

With the success cockpit you not only evaluate certain kinds of actions such as “telephone call”, but also certain characteristics that you can create yourself. For example, you use the characteristic “Owner contact”. You can then add this to appointments as well as to telephone calls etc. In the success cockpit, all activities/agent’s log entries with this characteristic are then counted, regardless of the type of action (task, telephone call, email, letter, etc.) or the kind of action.

Administrators create features by selecting Extras >> Settings >> Administration >> Multiselect >> Module: agent’s log >> Multiselect field: Click on “Create MultiSelect” in the lower right corner of thecharacteristic , enter a content and switch the field to “Active”. For more information on creating MultiSelect fields, click here.

Evaluate according to

In the column ‘Evaluate’, you can specify what is to be evaluated. For normal activities such as email or letter, you can choose between supervisor activity or supervisor property.
In addition, there is also an evaluation by participant for the type of action Appointment

• Supervisor activity: The supervisor of the activity is evaluated.
• Supervisor property: This evaluation only works for activities that also have a property linked to them. The supervisor of the linked property is evaluated.

Special feature dates

Appointments are counted differently in the Success Cockpit: either for the supervisor/creator or for the participants (appointment). If the appointments are evaluated for the creator, the date of creation is counted. In this case, no property or contact link must exist. For the Participant(Appointment) value, the appointment is not counted until the day it takes place. For Participants(Appointment), a property or a contact must always be linked so that the appointment is evaluated. Recurring appointments are only counted once.

You can set in the cockpit whether the appointment is to be counted for the subervisor/creator or the Participant(Appointment).

You define the setting for whom the success cockpit evaluates the appointments in the settings of the respective success cockpit by choosing ‘Appointment’ as type of action in the column ‘Evaluate’, whether the appointment should be evaluated for the creator or for the user linked to the appointment.