In Odyssey you can create multiple sales TEAMS. In any business, internal sales competition is good and employees (sales rep's) can now compete within the company. Teams consist of multiple employees linked to a set team leader. These team leaders can in return then see sales figures of people associated within his/her team.
During those weekly sales meetings, team leaders can then get all the relevant reports of each team member. Most reports allow you to view your individual information or grouped by teams.
Where can team leaders view information from the people within his team?
· Dashboard
· All reports that indicate “GROUPED”, these reports all have a drop down selection where the team leader can view the progress of the team members.
Depending on the security settings, team leaders normally are used to do the “REVERSE” processes as well:
· Reverse a deal that was accepted, but for some reason cancelled or postponed.
· Reverse an order that was placed, but now was postponed or delayed.
It is good practice not to allow sales staff to reverse any of their own deals once accepted. The only reason for this is, when you accept a deal it becomes part of your turnover for that month. In a typical example; a sales representative would reverse the deal just after month end. When he/she comes back a day later and accepts it again in the new month, this figure becomes part of the new month. No problem, it has been removed from last months turnover, but the team leader already gave him/her credit for reaching target last month, now suddenly his on target again this month. It just helps you to prevent cheating sales people form confusing team leaders.
You will find this button at the top of each GRID view. If you are a team leader, this button enables you to view the progress and processes of each member in your team. Use this function to modify or view all member data of your team.
at the top of each GRID view. If you are a team leader, this button enables you to view the progress and processes of each member in your team. Use this function to modify or view all member data of your team.