OnCall Air's Daily Dashboard for Consultants is an optional feature that will send each salesperson in your organization a daily business summary.

The dashboard is designed to give the salesperson key information about their closed jobs, their performance, benchmarks against your company, recent activity, and even tells them which proposals have been viewed by their customers the most.

In this article, we'll show you an example, explain each section and then show you how to activate this email for your own organization.

(Are you looking for information about the Admin version of this email. Check the article over here).

Here's a sample of the daily consultant dashboard email. The email is sent automatically every day of the week, approximately at 8AM EST.

Scroll below to see an explanation of what's included.

Let's walk through each section of the daily dashboard email.

Are you wondering how you can turn this on? Scroll to the bottom for instructions to activate (and this is a link if you already saw enough and want to get started).

The email is sent daily to any assigned consultant in OnCall Air who has presented at least one proposal in the past 30 days. The email is personalized and shows only activity for Consultations assigned to that consultant.

The header section also highlights any sales closed the prior day.

See your personal performance for different periods of time.

Your salesperson gets a quick view of their sales activity for yesterday, the current month, the previous month, and the year to date.

And...they can easily compare their close rate and average sale value to your company benchmark! See the lines in blue.

Depending on your company's settings, knowing which proposals are headed for expiration is important so that you can call on the customer with that "final attempt" sales call. It's actually one of the more effective ways to re-engage the customer.

The proposals listed here show the proposals expiring over the coming 7 days. And don't forget that if your customer clicks on an Expired proposal, they'll get a friendly message to call your office -- and your salesperson will get an email that your customer is trying to access that proposal.

OK, this is really cool...and useful. Every morning you'll see which outstanding proposals -- assigned to that salesperson only -- had the most viewing activity. So you can see which customers are most interested in your services, ranked by activity in the last 3 days. No need to dig through your pending proposals to figure this out anymore!

And we extract the phone number and email so you can go from OnCall Air daily email to Sale Closed in minutes!

How about some motivation? This section shows the total sales value of all pending proposals that are out there on behalf of that salesperson. We base this on the value of the highest dollar value proposal in any given consultation.

The goal is to provide some motivation to go close those existing opportunities.

Did you know that on average at least 20% of recommendations made are accepted by the homeowner. It's why we say it's a "no brainer" to recommend an accessory like Air Quality or an Extended Warranty, for example. This section lets your team view how well they're doing in adding value to each proposal.

By the way, did you know we also have a manager dashboard? It's a similar concept but shows you much more activity in a simple daily email. You can activate that email at the link below as well.

The dashboard email is activated by submitting a request at the following link.

Once we receive the request, we'll activate this email within one business day. Your sales team will begin receiving the email in their inbox.

And of course, we always want to learn about what can make this better, so there's a section there for you to add your comments or ideas.

Activate the OnCall Air Daily Dashboard