As we all know, selling is a numbers game, but boy can those numbers be boring, especially when they occupy endless rows of a spreadsheet!
That’s why when sales managers are organizing and motivating teams, they need access to a tool that imparts key data quickly and reveals performance levels in an instant.
At eSpatial, we’re not against numbers – especially when the numbers involve sales – we just prefer if they were expressed in a way that ia useful and easy on the eye. It’s why we’ve recently added a feature that allows managers, administrators and field teams to track sales performance on a map.
Aggregate by Value
As the name suggests, our new Aggregate by Value analysis tool (available to use for free) allows you gather together the different values attached to sales and aggregate them. This is perfect for tracking sales activity.
For example, let’s take a spreadsheet with a column that defines a sale as having one of three values: Prospect, Lead or Opportunity. You want to find out the total $ value of each category.
I don’t know about you, but for me, if I only had a spreadsheet to work with, then separating the values and then adding them all up in Excel would involve some filtering and a function box that would total the numbers from each sales category. I can’t say I would find that particularly pleasant.
Now let’s do a performance analysis using eSpatial.
In this case, all I have to do is go online and upload my spreadsheet to eSpatial. All the data in the spreadsheet will be plotted (or geocoded, if you prefer) in a matter of seconds. I now have a rather eye-catching and interesting overview of sales across an entire geographic region.
By accessing the eSpatial Aggregate by Value analysis tool, I can further distinguish sales on the map, according to any text-based value that appeared in my original spreadsheet.
For example, I could have an “Owner” column listing the name of a sales person and any data associated with that sale: status, value, address, etc.
When I run the analysis (which takes just 15 seconds!) all sales owners are revealed on the map according to a unique default color assigned to them and highlighted in the Legend menu. If I click on a pin, I get more information about their customer.
Here’s the kind of thing I’m talking about:
Adding a sales table and a chart
But that’s only the beginning. In a table generated beneath the map, I can read the aggregate values associated with each Owner- the potential value of all the sales they are handling.
To complete and enhance the picture, I can also add a chart to my map and table visualization – with just the click of a button. There are 5 types of chart that I can choose – vertical bar, horizontal bar, scatter, line and pie chart. As I want to see how each Owner is performing, in this case I will opt for a horizontal bar chart.
Now I have a detailed composite sales visualization that allows me see how my team are doing.
I can update the data used in the analysis as often as I like. In addition, because eSpatial is an online mapping software, I can also share my eSpatial map with whomever I like, simply by sending them a URL webpage link. The recipienht can then interact with the data plotted on the map.
It’s that easy to track sales performance using eSpatial – and far more engaging than interacting with just a spreadsheet!