In order to properly manage a sales team, you should define clear rules for assessing the work of your team in various areas of their activities. The Targets and Results card in Livespace will help you organize this area.
In this article, we described:
Creating a scorecard
When logged into Livespace as a manager or administrator, go to the Statistics tab and select Targets and Results from the menu on the left. Then Add a new card via the button.
2. Set the billing period for the card (monthly, quarterly or custom) and the day from which the card statistics should be counted.
If you want a new card with the same parameters to be automatically created for a selected user after the end of the billing period, enable the option to Automatically copy the Targets and Results for the next periods.
3. You can create a card for a user or a team. Add the user or several users you want to create a card for and proceed.
4. Add the parameters you want to count to the card. You can set each added (active) parameter in detail. You decide, among other things, on the final goal to be achieved, from when the parameter should be counted, and how important it will be for the final evaluation of the person or team the card is created for.
Remember, you need to reach 100% weight when setting up parameters. After selecting the parameters, save the goals and results card using the Continue button.
5. A new card will be displayed in the tab.
Worth knowing:
When creating the scorecard, besides the parameters that already exist in Livespace, you can also add your own ones, with the unit of measurement you define. Remember that this parameter will not be counted automatically by your CRM – its value will need to be updated manually.
Remember, you can copy an existing card together with its parameters. Thanks to this, there won’t be a need to set up parameters from scratch. To do this, use Add similar card option.
View the Targets and Results card
In order to see the Targets and Results cards:
Go to Statistics tab.
2. Choose Targets and results from the left side menu.
3. You can view the summary of all the scorecards by switching Show details option on, and also you can use the Group similar option to group cards with the same parameters.
4. Or choose a card if you want to see the details.
5. You’ll see a summary of the card and all the parameters’ details.
6. If you want to see more details, click on Details.
7. When you click on this option, you’ll see a detailed parameter info.
Editing and deleting the balanced Targets and Results card
Each card can be edited, you can change its parameters or modify them. In order to edit the card, click on Edit in the top right corner when the card is open.
The same configurator will open as you know from adding a new tab, but this time the parameters will already be selected and configured because you are editing an existing tab.
You can also delete a selected card or all user cards by expanding the menu hidden under the arrow.
After switching Group similar option on, you will gain a possibility to edit parameters of many cards at the same time. To do this, use Edit params on the right side of the summary.
