Bringing the Ohana to the Merrimack Valley. We invite you to join us for community events, networking and learning.
About this event
Bringing the Ohana to the Merrimack Valley. We invite you to join us for community events, networking and learning.
Speaker
Aaron Crear
Hat-Trick Consulting
Founder & Principal
When
Wednesday, November 16, 2022 5:00 PM – 6:00 PM UTC
Agenda
Build an App to Report on Custom Goals, Quotas and KPIs
Reporting on performance is a key attribute of any organization. For more complex KPIs we will need to create a more customized solution than what the out of the box options quotas provide. If your organization evaluates sales reps on benchmarks in addition to revenue, such as new logos per quarter or meetings per month, this session is for you. In this presentation you will learn how to develop the data model, build automation to track attainment, create custom report types for accurate measurement and present visualizations in a dashboard.
