Day5 Analytics demonstrates interactive sales reporting from two perspectives
Explore mock sales data from the perspectives of salespeople (“Advisor Portal”) and management (“Brokerage Portal”). The Advisor sales data is presented in a “gamified” format to better allow salespeople to better understand sales metrics and to incentivize sales.
How to explore the demo:
- Advisor Portal:
- Select an Advisor name using the dropdown menu at the top of the report.
- Brokerage Portal:
- Select a brokerage name using the dropdown menu at the top of the report.
- Click on a province to view data specific to a province.
- Click on the “Top 5″/”Bottom 5” buttons to toggle between showing the Top 5/Bottom 5 advisors by potential sales.
- Click the “Filter Months”/”Filter Quarters” buttons to toggle between the two options. Use the slider/dropdown menu to filter.
