The DSM Dashboard is designed to give you clear and quick insight into how your sales team is performing. The dashboard is designed specifically for Distributor Sales Managers and Admins who oversee sales representatives. DSRs and non admin users will not have access. You can use it to:
View total sales for each sales rep
See how many cases they have sold
Compare performance across different time periods
The dashboard includes time frames for the last 7 days, last 30 days, last 90 days, and last 365 days, giving you daily, monthly, quarterly, and yearly views of activity.
How to Navigate your DSM Dashboard
Step 1: In PMC, go to the Representatives tab at the top, to see a list of reps on your team.
Step 2: Select a representative you want to learn more about. From here, you can view their prospects, expected orders, assigned accounts, and a full Rep Snapshot.
Step 3: The Rep Snapshot gives you a quick overview of the representative’s performance. Here you can see their total sales, gross profit percentage, cases sold, distinct cases sold, and total orders. You can also view where orders were placed from and review their top selling items.
Total sales: Helps you understand revenue driven by the rep in the selected time frame
Gross profit percentage: Shows profitability and whether margins are trending up or down
Total cases sold: Indicates volume and customer activity
Distinct cases sold: Shows product variety