The Sales dashboard displays a monthly overview of the technicians sales activity, including incomplete and complete work, number of leads generated, and proposals sent.
The Dashboard provides tracking on whether a proposal has been signed or not and alerts you when the office receives the proposal. If you receive a sales bonus or earn commission, you'll be able to see it reported here rather than having to wait for the paycheck.
Technicians can create new leads or prospects directly from this screen:
Sales contests provide gamification of technician's work; you can see how you rank among your peers, who's ahead and who's just behind, and when the last sales were made.
Sales contests are configurable by the office and are hosted on their own page in Clypboard, alongside results and current rankings:
