OUT-OF-THE-BOX APPS

Sales Performance Analytics Apps

Seventeen prebuilt reporting and analysis apps spanning the executive dashboard set, individual performance in peer and historical context, year-to-date tracking, and recommendation engines that point at where the next sale is. All reading the same data the compensation calculation uses.

On this page

Optymyze delivers reporting, dashboards, sales analytics and forecasting that give organizations visibility into sales performance and compensation outcomes, with integrations to external BI tools for validation and decision support. The apps below ship prebuilt and can be changed by a business user.

Executive Dashboards

These five are cuts of the same underlying data at different granularity, not five competing products. Pick the cut that matches how your leadership reviews the business; deploying all five produces five versions of one conversation.

Executive Revenue Overview

Used by sales leadership.

Monitors sales performance across regions and business units, at the level a board or leadership review operates.

Executive Sales Performance

Used by sales leadership.

Combines sales performance with talent impact and regional coverage, which is closer to the shape of an actual quarterly business review agenda than a revenue chart alone.

Executive Regional Performance

Used by sales leadership.

Analyzes revenue, growth and operational performance at regional level.

Executive Geographic Performance

Used by sales leadership.

Visualizes sales performance by state and city.

Executive Territory Performance

Used by sales leadership.

Assesses territory performance through an interactive map.

Revenue Overview for business-unit reviews, Regional for a geography-led organization, Geographic and Territory when coverage rather than result is the question. Sales Performance when the review includes people as well as numbers.

Executive revenue view across regions and business units.

Individual Performance & Benchmarks

Five applications that put one person's numbers next to something else. They differ only in what that something else is, and that choice is the whole decision.

Sales Performance Overview

Used by salespeople and their managers.

Tracks daily sales performance and the key metrics behind it. The default individual view and the usual starting point on this hub.

Sales Change (Period Over Period)

Used by salespeople and their managers.

Shows how an individual's sales moved between periods and attributes the change to its contributing factors.

Sales Comparison (Position Average Benchmark)

Used by salespeople and their managers.

Compares an individual's sales against the average for their position and breaks down what accounts for the gap.

Sales Comparison (Geography Average Benchmark)

Used by salespeople and their managers.

Compares an individual's sales against the average for their geography and breaks down the gap.

These answer two different objections. A salesperson who says the comparison is unfair because of where they sell is asking for the geography cut. One who says it is unfair because of what they sell is asking for the position cut.

Account Activity Comparison (Target Activity Benchmark)

Used by salespeople and their managers.

Compares an individual's account activity against their activity target and breaks down the difference.

Sales Recommendations

Three recommendation applications that differ only in what they compare against: the salesperson's own history, the account type, or the behavior of comparable peers. They are complementary rather than alternatives.

Sales Recommendation

Used by salespeople.

Identifies which products carry the most selling potential for a given salesperson, based on their own book.

Sales Recommendation by Account Type

Used by salespeople.

Identifies the product and account-type combinations with the most potential for a given salesperson.

Sales Recommendation by Cluster

Used by salespeople.

Identifies product potential by reference to what comparable peers are selling, rather than to the individual's own history.

Cluster is the one that surfaces something a salesperson did not already suspect, because it compares against peers rather than against their own pattern. It is also the one that needs the most data behind it to be credible.

Product recommendations ranked by potential.

Beyond the Gallery

Optymyze expresses calculation results in any format, numeric, text, currency, percentage or user-defined, at every step of the calculation, and every application above is built from the same component views, dashboards and data forms available in your own instance. From a single salesperson's statement to an enterprise-wide leadership review, the underlying data is the same.

Where you already run a business intelligence platform, Optymyze integrates with external tools for validation and decision support rather than replacing them. The applications above exist because the data already sits in Optymyze and the round trip is rarely worth it.

For capability detail rather than the application inventory, see sales performance reporting and analytics in the knowledge base.

Want to see these apps in action?

See how Optymyze automates sales commissions, quotas, territories and objectives with speed and accuracy, in a session built around the program you run today.

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