Key Performance Indicators (KPIs) in sales are essentially quotas used to track the performance for individual employees, teams, departments, territories, and the entire company. Increase sales by setting proper KPI metrics to track and incentivize employee behavior. The default KPIs that come with Zoho Motivator include Leads Created, Accounts Created, Sales Won, Sales Lost, and Revenue Generated. Besides the default KPIs you can create as many custom KPIs from your CRM data as you need.

Sync fields from Zoho CRM and create KPIs in Zoho Motivator.  To setup your own custom KPIs you can do so using Zoho Motivator after you are integrated to Zoho CRM. Your sales leaderboard then displays the KPIs in dashboards and uses your CRM data to track sales contests. Use custom numeric fields from Zoho CRM such as currency fields, decimals, percent, numbers, auto-numbers, long integers, and formula fields to track your own KPIs.

By syncing and integrating Zoho CRM to Zoho Motivator all your data is automatically pushed from your CRM to the sales leaderboard. With the CRM data automatedly pushed to the leaderboard system for you, all you need to worry about is setting up KPIs, targets, and sales contests for employees to participate in.

With the Zoho Motivator sales leaderboard, you can setup various dashboards to show to your team.  The dashboards can display various KPIs, targets, and contests all on one screen.  Each item on the dashboard is listed in its own box on the screen, with various boxes of information making up a single dashboard.

Add your sales leaderboard to a big screen tv in your sales office, or anywhere you can view a webpage. With Zoho motivator you can create special TV channels that display your dashboards and other sales TV channels for workers.  TV channels in Zoho Motivator can be setup to rotate through various information slides that show live KPI stats. You can type in company updates or custom scroll messages that appear at the bottom of each channel. These TV channels have an associated webpage link to easily view each TV channel.  The channels can also be added directly to each employee’s CRM so they can view the TV channels from their regular work monitors, so you don’t need a large screen TV to display the sales leaderboard.

Use your established KPIs to set targets for employees.  Measure how well your targets are getting hit as employees update Zoho CRM with new data. As your employees continue working and using Zoho CRM to update sales information, Zoho Motivator automatically takes the CRM data and uses it to track your targets and goals. Get a visual display of your targets on a dashboard, quickly see the target’s status with a green, yellow, or red indicator showing whether you are on track to hit the target.

Use your sales leaderboard to host contests and increase competition. Employees can participate in multiple contests or choose to observe.  Add prizes to your contests if you desire and display the prizes in the sales leaderboard itself. After a contest is over you can announce the results with the click of a button. Create sales contests for any KPI you track.

Analyze your sales data even further to figure out your pipeline velocity, analyze each sales stage, and even make sales forecasts. By analyzing each stage of your sales process and figuring out how fast customers move through the sales process you can find the weak spots in your sales system.  Zoho Motivator’s sales leaderboard does this automatically for you, so you can see at a glance where customers are getting stuck in your sales process. With this information the sales leaderboard system can also create a lead conversion forecast to predict how much revenue your sales team will generate based on how many leads are at any given stage in the process.