In this video, we explain how Gatekeeper provides a scoreboard of metrics for tracking vital business information. By accessing the Scoreboard through the menu, you can easily run today's metrics by selecting your location. To view metrics from different time periods, navigate to Gatekeeper Reports.
Gatekeeper Scoreboard Metrics Analysis
Key Steps
Accessing the Scoreboard:
Click on the menu.
Go to Gatekeeper.
Click on Scoreboard.
Running Metrics:
Select the location.
The system will automatically run today's metrics.
To view metrics from a different time period, go to Gatekeeper Reports.
Click on Reports.
Select the Scoreboard tab.
Choose the location and date range.
Understanding Metrics:
Review the number of updates to assess staff requirements.
Analyze the number of conversions and conversion rate for sales performance evaluation.
Evaluate the total monetary value of combined quotes and orders to gauge business health.
Monitor BBECs to manage the sales pipeline effectively.
Review Skipped Ups to identify missed sales opportunities and potential training needs.
Analyze Transferred Ups to identify areas of specialization within the sales team.
Review Rejected Ups to understand missed potential leads and address any issues with the sales team.
Cautionary Notes
Ensure accurate selection of location and date range to view relevant metrics.
Regularly monitor and analyze metrics to make informed decisions.
Address any issues identified through metrics promptly to optimize sales performance.
Tips for Efficiency
Use quick filters to drill down further into metrics for detailed analysis.
Regularly review metrics to identify trends and make proactive decisions.
Provide training opportunities based on the analysis of Skipped Ups and Rejected Ups.
Utilize the information from Transferred Ups to optimize sales team roles and training programs.