Utilising the dashboard

Utilising the dashboard

The Portal Dashboard provides an overview of your firm's  Wins, Proposals Open, and Proposals Won. Here you can also view the Gap Noticeboard and set your individual 90 Day Goals and 90 Day Actions.

To start, navigate to  Main menu >   >  Dashboard; when you first log in, this area will be empty.

Wins


This provides an overview of your firm's actual results against your targets for a specified time period. 
Important info
The left-hand side shows your Wins for the selected time period; the right-hand side shows your Wins for the calendar year to date.

Time period

The default time period is the previous three months (e.g. in December it will show the results for 1 September - 30 November).  To change the time period:
  1. Click the Calendar  icon next to the date range.
  2. Select the From and To dates using the Calendar icons in the popover prompt.
  3. Click OK.
The time period will revert to the default time period when you navigate away from the Portal Dashboard.

Results

This shows your firm's actual CCRs and BD Revenue results compared to your targets, as well as your firm's Proposal Conversion Rate and  Average Proposal Value.
  1. The targets and actual results pull through from the BD Targets area (Main menu >  > BD Targets)
  2. The black figure is your target; a green figure means you're meeting or exceeding your target; a red figure means you're below your target
  3. Average Proposal Value is the average value of proposals marked as won during the period

Analytics

This button takes you to the Analytics page, providing a more in-depth view of your results for the period.

Proposals Open

 
This area allows you to monitor the status of your proposals and identify clients with overdue proposals that need to be followed up.  After clicking Complete during proposal creation, your proposals will appear in the Proposals Open section. Clicking on a proposal will take you to the Client's Activity area.

Important info
The Proposals Open section shows all proposals completed by your firm's users; not just yours.
  1. The client name, name of proposal, revenue and due date show in this area 
  2. Proposals appear red when they become overdue
  3. Pending Revenue in the top right-hand corner shows the total value of open proposals

Marking proposals as won

When a client accepts their proposal, you'll need to mark it as won in the Proposals Open area.
  1. Click the  icon next to their proposal in the Proposals Open area.
  2. Review the Proposal Acceptance Date in the Mark proposal won popover prompt.
  3. Review the BD Revenue and update if required (e.g. if the proposal was for two services and the client only accepted one service, you'll need to update the BD Revenue to reflect this).
  4. Click Save.
The proposal will disappear from the Proposals Open area. The value of the proposal will pull through to the BD Revenue Actual column in the BD Targets area.

Partial acceptance of a proposal

If the client decides not to go ahead with all the services, you can edit the proposal revenue.
  1. Click  next to the client's proposal to mark the proposal as won.
  2. In the pop up, adjust the BD Revenue input field to reflect the revenue of the accepted services.
  3. Click Save.  
Important info
Add a note to the client’s profile to identify (or record in your CRM) which service was accepted.
Tip
Set a reminder in your 90 Day Actions on your Dashboard to follow up the client regarding the declined services.
Note
To minimise the likelihood of a client not accepting all services, ensure you've gained conceptual agreement for each service prior to sending the proposal.

Marking a proposal as lost

If a client does not accept their proposal, you'll need to mark it as lost in the Proposals Open area.
  1. Click the  icon next to their proposal in the Proposals Open area.
  2. Click OK on the popover prompt. 
  3. To add an action to your 90 Day Actions area to follow up the client, review and edit the text in the popover prompt then click Save.
  4. If you do not want to add an action to follow up the client, click Skip.
The proposal will disappear from the Proposals Open area.

Deleting a proposal

To delete an unwanted proposal from the Proposals Open area, e.g. a test or duplicate, click the   icon. You will be prompted to confirm you want to permanently delete this proposal, Click OK to confirm. This deletes the proposal from all areas of the portal, including the Working FIles and Client areas.

Warning
Deleted proposals cannot be restored.

Proposals Won


This section contains a graph displaying the number of proposals won during the calendar year. The y-axis will automatically adjust based on the number of proposals won.

Noticeboard


The Gap Noticeboard is in the top right of your dashboard. This is updated regularly to showcase the latest content and platform updates, as well as links to our upcoming workshops and events.

90 Day Goals and 90 Day Actions


This is where you can set your individual 90 day goals, e.g. number of CCRs you'll deliver, number of Business Planning sessions you'll facilicate, etc. and break those goals down into actions.

Don't be afraid to be ambitious about your goals. Hard work never stops. Neither should your dreams - Dwayne Johnson
Note
Set  90 Day Goals and 90 Day Actions for yourself to hold yourself accountable - they will only show on your dashboard!

Setting your goals and actions

  1. Click Set your goals/actions (if you don't have existing goals/actions) or click the  icon.
  2. Enter your goal/action in the popover prompt.
  3. Click Save.
  4. Repeat the above process to add each goal/action.
Important info
Remember, if you chose to set an action to follow up a lost proposal, it will automatically appear in your 90 Day Actions area.

Updating your goals and actions

  1. Click the goal/action.
  2. Update the goal/action in the popover prompt.
  3. Click Save.

Deleting your goals and actions

  1. Click the  icon.
  2. Click OK on the popover prompt.
Important info
Hover over each goal or action to see its due date. Due dates are automatically set for 90 days after the goal/action was set.

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