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Sales Performance Dashboard Agent



As an agent, your performance is the cornerstone of the organization's success. Vymo Sales Performance Management (SPM) is here to be your perfect companion in your sales journey. Built on the principles of Visibility, Control, and Coaching, Vymo SPM provides you with tools and insights to monitor and enhance your performance. From understanding metrics that drive success to tracking your rankings on the leaderboard, every feature is tailored to help you excel.

Vymo SPM integrates seamlessly with a unique hierarchy structure, ensuring you're always aligned with the right distribution and employee role hierarchies. The intuitive UI components offer clarity on your performance metrics, and with the real-time insights provided, you can constantly refine your strategies. Whether you're looking at your daily progress percentage or tracking weekly achievements, Vymo SPM provides a clear path for your growth and success in the organization.

Performance Leaderboard

manager dashboard self leaderboard

The performance leaderboard is the agent’s stack rank against his/her peers. The points earned are the number of points that the user has accumulated. The points earned are typically calculated based on the user's performance towards their goals.

Current Ranking: The user's current rank on the leaderboard.

Points Earned: The user's total number of points earned by them.

My Standings

manager dashboard my standings

1 - My Standings: A section that shows the user's current ranking and points earned.

2 - Rank: The user's current rank on the leaderboard.

3 - Name: The user's name.

4 - Points: The total number of points earned by the individual.

Filter Button:

manager dashboard my standings filyer

Search options within my team’s standings.

1 - Time Period: This filter allows users to filter the leaderboard by specific From and To dates.

2 - Leads: This filter allows the user to filter the leaderboard by specific lead transitions or creation.

3 - Goals: This filter allows the user to filter the leaderboard by a specific goal set by the higher authorities. This can be useful for tracking the performance of a specific team or comparing the performance of different teams and their goals.

4 - Activity: This filter allows the user to filter the leaderboard by a specific activity. This can be useful for tracking performance on a specific activity or comparing performance on different activities.

  • Note: Peer ranking is determined by agents that report to the same manager.

### Key Metrics

manager key metrics

This feature is your compass to success, ensuring you're always informed and aligned with your goals. Why Use Key Metrics? Customizable Metrics for Your Needs: Whether it's leads created, activities completed, or external data like policy premiums collected, Vymo SPM allows you to define and track the metrics that matter most to you and your organization.

Frequency Flexibility: You can configure your metrics to be updated daily, weekly, monthly, quarterly, or yearly. This means you can track short-term objectives and long-term ambitions with equal ease. Target Setting: Beyond just measuring, you can set specific targets for each metric. Once set, your achievements will be juxtaposed against these targets, enabling a clear view of your progress.

Visual Indicators: Set thresholds to give color-coded visual feedback. At a glance, determine if you're on track or if a particular goal is at risk.

Managerial Insight: If you're a manager, the drill-down feature lets you delve into the detailed performance metrics of your team members. It empowers you with the data you need to guide, support, and make informed decisions.

The key metrics come equipped with filters for daily, weekly, monthly, quarterly, and yearly views. It's a straightforward way to zero in on the data that's most pertinent to your current objectives.

manager key metrics shortfall

2 - Shortfall: This section shows the difference between the user's goal and the number of points they have attained. For example, if a user has a goal of earning 100 points per day and they have earned 50 points, their shortfall would be 50 points.

3 - Attained: This metric shows the percentage of the target that the user has achieved. For example, if the target is 500 and the user has achieved 250, then 50% of the target has been attained.

4 - Achieved by: This section shows As a manager it shows how many reporters under him achieved the target for that particular goal.

Historic Trend

The historic trend section of a user progress dashboard typically depicts the user's progress over time. The historic trend section can be used to: - Track progress over time: By tracking their progress over time, users can see how they are progressing towards their goals. This information can be used to identify trends and to make adjustments to their goals as needed. - Identify areas where improvement is needed: By comparing their current progress to their previous progress, users can identify areas where they need to improve. For example, if a user's progress has slowed down, it may be time to increase their efforts or adjust their goals.

manager historic trend

Performance Progression Analysis

manager Performance Progression Analysis

If you swipe right on the historic trend you will be taken to the performance progression section that can be used to identify trends in the user's progress. The graph shows the user's progress toward a goal over time.


The Favorites section of Vymo SPM, is your personalized hub for swift and efficient access to crucial data points. Tailor your dashboard by pinning relevant widgets, metrics, or reports, ensuring that your most-used tools are always just a click away. As the sales landscape evolves, so can your Favorites, allowing for a dynamic and adaptable experience. Whether you're streamlining your own workflow or collaborating with team members, the Favorites feature is designed to elevate your Vymo SPM experience. Embrace organization, accessibility, and control, all in one place.

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