Daily Activity Report

aka the “DAR”

The DAR is a customized online sales performance tracking tool that can be used company wide from any locale.

The DAR’s primary functions are two-fold:

Important features:

The DAR is a web based program that can be accessed from any computer with internet capabilities
The DAR provides a “snap shot” of a salesperson’s activities for any day spent on the job
The DAR integrates data from every location into a collective data set

Benefits of the DAR include:

The DAR allows management to identify/measure selling strengths and weaknesses in sales performance on an individual, location-wide, and company-wide basis
The DAR enables sales associates to identify selling strengths and weaknesses within their own sales performance
The DAR empowers the company to act in ways that positively impact earning potential
The DAR gives valuable insights into the effectiveness of advertising and promotional endeavors

The DAR has 3 basic modules:

Daily Activity Input: where daily activities are reported (i.e. inbound calls, leads, deals, appointments)
Historical Data: where individual daily records can be viewed
Graphical Reports: where data is integrated to produce useful/meaningful reports

There are 3 basic types of users:

Corporate – Can run company-wide reports, location-wide reports, and individual sales associate reports
Sales Manager – Can run location-wide reports and individual sales associate reports for their location only
Sales Associate – Can run reports on their data only

Characteristics of the DAR:

Straight forward and easy to use
Daily time investment for sales staff is minimal
Web based, don’t need to bother with costly and time consuming software installation

The DAR:

Does not link to accounting or have accounting features
Is not a CRM
Is not designed to track the life of a deal after it is reported (except for cancellation requests)

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