FLM - Command Center

Where We're Going -Command Center for Front Line Managers (FLM's)

Est. Time - 20 min.

Follow the animations to know where to click, or use the arrows at the bottom of the slide to advance to the next screen

Command Center for FLM's

Overview

Command Center for FLM's

Understand how to utilize Command Center in order to effectively manage your team

Let's Get Started

In this module we will:

1.

Review the elements that comprise the Front Line Manager's Command Center

2.

Review how to drill-down and see details on specific team members and their performance

3.

Check what you learned with a Knowledge Review

Are you ready?

Yes!

Click on any title to go directly to that section

Metrics and Charts

Knowledge Check

Overview

Individual Activity

You Are Here

Overview

Getting Started with Command Center

Next

Command Center - Overview

When you Login to GoSell you will land on the Command Center page. Command Center gives you a snapshot of key action items, and what's taking place with your team.

Command Center

The Activity Metrics section shows you items that you may need to take action on, or review, each time that you login.

In GoSell, click on the individual tiles to drill-down and see more information

**Hover over each icon for additional details

Click here to filter the members of your team (the data shown in Command Center is a reflection of the members that you have selected in this filter)

Click on any title to go directly to that section

Metrics and Charts

Knowledge Check

Overview

Individual Activity

You Are Here

Metrics and Charts

Review the collective performance of your team

Next

Command Center - Metrics and Charts

The Opportunity Alerts section shows you metrics for activites that require attention

**Click for more details

Command Center - Metrics and Charts

The Opportunity Updates this Week section highlights progress, and other key updates for the week. Remember, in GoSell, you can click on the tiles to view more details.

Command Center - Metrics and Charts

Continue to scroll down on Command Center to see additional metrics on how your team is performing overall

Opportunity & Sales Metrics

Current Sales (Total Won)

View the total sales for the current month, current quarter, and for the overall year

View your teams' Opportunity and Sales Metrics for the current quarter

Command Center - Metrics and Charts

Review your total Opportunities by Forecast or by Revenue Type

Toggle between views at the top

Click on the dot next to each Forecast Category in order to filter what you see on the chart

Command Center - Metrics and Charts

Review the Booking Target set by you and your team members

Click to view and edit the Booking Targets for individual team members

**Click here for additional details

Use this dropdown to view the Booking Attainment for specific quarters

Click on any title to go directly to that section

Metrics and Charts

Knowledge Check

Overview

Individual Activity

You Are Here

Individual Activity

Get insights on the performance of specific individuals

Next

Command Center - Individual Activity

My Team's Activity Metrics is where you access relevant data and information for each individual member on your team

Filter for specific team members to be shown. You can also show or hide inactive team members.

**Click for more information

Command Center - Individual Activity

Quickly and easily send Coaching Messages, start Coaching Sessions, or view specific details for individual team members

Click the icon on the left to view specific details for an individual team member

Click the dropdown on the right to initiate a coaching session or send a Coaching Message to an individual team member

**Learn more about Coaching in the Coaching for FLM's training module

Command Center - Individual Activity

After you click on View Details for a team member you will be brought to this page. Here, you have access to detailed information regarding the activity and Sales Excellence performance of individual team members.

At the top of the page are metrics that highlight key actions that have taken place within the past 2 weeks

Command Center - Individual Activity

This section highlights an individual's booking targets, pipeline status, and the activity provided by People.ai

Read more

Time Spent

Pipeline

Booking Attainment

View the People.ai data on how a team member spends their time

This chart shows Forecast Categories; you can filter by Revenue Type.

View and edit the Booking Target set between you and the Sales Rep.

Command Center - Individual Activity

Continue scrolling down, and towards the bottom, you have the ability to view, search, and filter through key segments

**Click on each icon for additional details

Sessions

Opportunities

Messages

Leads

Accounts

Click on any title to go directly to that section

Metrics and Charts

Knowledge Check

Overview

Individual Activity

You Are Here

Great Work!

Ready to apply what you learned?

It's time for a quick knowledge check

Let's Get Started

QUESTION 1/2

Scenario: You want your Command Center to reflect the data of specific team members only

Question: Where do you click to filter the team members on your Command Center?

To answer, click on the screenshot below

Next Question

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QUESTION 2/2

Scenario: You noticed that a sales rep has been exeeding their goals, and you want to set a new Booking Target to continue to challenge and grow them.

Question: Where do you click to edit the booking target for individual team members?

To answer, click on the screenshot below

Complete This Module

Go Back

Incredible! Now you have what it takes to utilize Command Center and manage your team like a pro!

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