How to Create a Widget in a Benchmark Report

Benchmark reports are powerful tools in Sales Analytics. They allow users to compare a sales representative's performance against that of another rep, team, or the entire workspace. The reports can be viewed as graphs, reflecting the metrics chosen during the configuration phase. Here’s how to create a widget in a Benchmark Report to enhance your comparative analysis.

Start by accessing the Sales Analytics module, where you can manage and analyze various metrics.

Log In and Navigate: Ensure you are logged into your account with the necessary permissions to access the Sales Analytics module. Click on the 'Sales Analytics' option on your dashboard, typically located in the main menu, a sidebar.

Navigate to the Benchmark section to access and create new benchmark comparisons.

Access Benchmark: Find and click on the 'Benchmark' tab in the Sales Analytics dashboard. This will take you to the section where you can view existing benchmarks and create new ones.

To start creating a new widget within the Benchmark segment, you need to initiate the process.

Create New Benchmark Widget: Click the 'Add Benchmark' button or a similar option to set up a new benchmark widget. This opens the interface where you can define the parameters of your benchmark comparison.

Specify the type of graph you want to use and other necessary details for configuring your widget.

Define Graph and Details: The user must choose the graph type and fill out other details as expected in the configuration. This includes setting up the benchmark widget's aesthetic and functional aspects.

Choose the type of graph that best represents the data you want to compare in the benchmark.

Graph Type Choices: Select the graph type from the available options:

Provide a clear description for the widget to facilitate easier identification and use.

Describe the Widget: Enter a meaningful description for the widget's creation. This will help you identify and understand the widget's purpose at a glance.

Choose the channel through which the data is sourced based on your CRM integration.

Choose Channel: Select the channel name from the list of CRM-integrated channels. This aligns the data source with your CRM configuration and ensures consistency in reporting.

Identify the specific object or data point you want to analyze within the benchmark.

Specify Object: Select or specify the object related to the data you are benchmarking. This could be Leads, customer interaction count, etc.

Choose the period over which you want the data to be analyzed.

Set Date Range: Select the date range for which the benchmark analysis should be conducted. This helps focus the benchmark on a specific timeframe for more targeted insights.

Set up the X-axis by selecting the field and the corresponding value to plot.

Configure X-Axis: Define the X-axis by selecting the field and the value that the User wants to plot on this axis. This sets up the horizontal axis of your chosen chart type.

Select the metric that will be represented on the Y-axis of the graph.

Metric for Y-Axis: Choose the metric you want to display on the Y-axis. Depending on your analysis needs, this could involve sales volume, number of deals, conversion rate, etc.

Average Line: Click the average line check box to find the line running across the graph.

Average Line: Click the average line check box to find the line running across the graph.

Decide how you want to perform the comparison within the widget.

Set Comparison Basis: The user can choose the basis of comparison:

Based on your previous selections, additional details need to be specified.

Operation: Select how to aggregate data - 'Sum' or 'Average.'

Operation: Select how to aggregate data - 'Sum' or 'Average.'

Customize your widget further with more advanced options.

Following these steps and using the additional settings to fine-tune your widget, you can effectively create a personalized and insightful Benchmark Report in Sales Analytics.

This report will also help you visually compare and analyze key performance metrics, enabling informed decisions and strategic planning.