The pacing page is designed to give a managers insight into how their reps are doing, if they are hitting their targets at the proper pace or not at any point in the quarter. Additionally, this enables a manager to view overall seller stats as well as if and how far a certain seller is trailing.

This page updates everyday or whenever a salesforce sync takes place to show all the latest values.

Filters

This enables the user to view streamlined data analytics for different users.

Columns

• This filter lets the user to have a overview on specific metrics of pacing.
• Clicking the filter will open a drop down with various options of metrics, namely:
  • Target (selected by default)
  • Booked (selected by default)
  • Booked Pacing (Selected by default) (cannot be de-selected)
  • Total Pipeline
  • Pipeline Coverage
  • Best Case
  • Commit
  • in-play
  • Pipeline Gap

Managers

• This filter allows the user to see the forecast analytics of any particular user. Users at SDR level can only view their own analytics, but the managers can use the filter to get analytics on one or one group of SDRs working under him.
• As we click on the filter, a drop down shows up with names of all the users, the user can select or deselect a particular user by clicking on the checkbox in front of their name.

insert managers filter icons with the drop down opened

Period

This enables the user to limit the deals which are of a particular period. If Current Quarter is selected, the months or weeks only for the current quarter are shown, whereas if current year is selected, the weeks/months for the entire current year are shown

Clicking this filter, a drop down shows up with options:

• Current Quarter (selected by default)
• Current Year

Insert period filter dropped down view

interval