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Carrot CRM – Employee Scorecard

ajsantiago   Written by ajsantiago    Last updated on

Introduction

The Employee Scorecard is a real-time view of your team’s performance which means the current week will immediately update as they work on opportunities or complete actions. Additionally, a cron job is run every Monday at 1 am EST to update the weekly view and add the current week.

This is an exclusive feature for Premium teams where you come in to see your employees’ performance on a weekly basis (Mon-Sun). It shows you the KPIs from the Dashboard and then some but broken down per employee. If you have an employee that you don’t want to be included in the scorecard, you can opt them out in the Settings button.

Employee Scorecard KPIs

  1. Select a team you wish to view
  2. Select Dashboard on the left menu
  3. Click the Employee Scorecard tab
  4. Click the Settings button on the right-hand corner to adjust the data being displayed. You can also change which KPI to show in the Mini Dashboard using the Settings button
  5. Change the date settings by clicking on Day View and selecting your preferred timelines from the drop down

If you have smrtPhone integrated, the Scorecard will give you the following KPIs:

  • Inbound Calls
  • Outbound Calls
  • # of Calls More Than 1 Minute
  • # of Calls More than 5 Minutes
  • Total Talk Times in Minutes

This is related to the Communication Assignment and Mini Dashboard.

The rest of the default KPIs are:

  • Completed Actions = number of actions you completed on any Opportunity
  • Contacts = based on how many opportunities you moved from Uncontacted to Contacted
  • Touches = number of touches in any Opportunities
  • Opportunities Touched = number of unique Opportunities touched
  • New Leads Assigned = number of leads assigned to a user
  • Released Opportunities = number of Opportunities that was released from the user using the Automatic Releasing rules
  • Leads Converted to Opportunities = number of leads the user converted to an opportunity
  • Appointments Booked
  • Verbal Offers Made
  • Contracts Sent
  • Contracts Accepted
  • Closed Deals
  • Dead Opportunities

Accessing Scorecard Data

You can access the various KPIs in the dashboard by scrolling to the bottom of the display and then scrolling right.

Learn More:

You can also check other areas where you can check your team’s performance via the Team Dashboard and Campaign Dashboard.