Problem:
As a Sales Manager, one convenient place is needed to provide visibility into all aspects of a Sales Rep's performance. Also, having a Sales leader board would further motivate Sales Reps to increase their productivity.
Solution:
A combination of Lookup Helper and Rollup Helper along with Custom Objects enables a full view across performance metrics within a Salesforce record.
Are there any additional Sales metrics that would make this use case even better? Please leave us a comment below, or read Sales Rep Reporting, Part 2: Rollup Helper.
