Best Practices: Conducting Sales Reviews For Teams

Modified on Wed, 25 Oct, 2023 at 11:30 AM

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1. Best Practices

1. Best Practices- Sales Review

Important things you should always follow during Sales reviews of your team.

Note:

- Reach out to your reporting manager if the targets reflected on the dashboard are incorrect.

- Targets can only be changed post approval from city leads & strategy team.

- Mail [email protected] with the email attachment including the approvals of city leads & strategy team to change the target.

- You can reach out to [email protected] in case of any issues faced while accessing reports or the ALG Dashboard.

2. ALG Dashboard

2.1. Insights Tab

2.2. Cities Tab

2.3. Projects Tab

3. Project Overview Master Report

Steps to access Project Overview Master Report from the new dashboard.

i. Login to the ALG Dashboard.

ii. Navigate to the 'Reports' tab.

iii. Search 'Project Overview Master Report' in the search bar.

iv. Mark the report as favorites by clicking on the 'Star' icon on the left.

v. Access the report from the 'Favorite Report' tab.

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