Granting sales reps the ability to view gross profit averages on their Customer Dashboards empowers them with valuable insights to make informed decisions. This visibility can enhance their ability to:
- Understand Product Performance – Gain insights into which products are contributing the most to gross profit, helping reps focus on high-performing products or strategize for those needing improvement.
- Improve Sales Strategies – Tailor their approach by seeing which products have the best profit margins, aligning their sales efforts with more profitable items.
- Monitor Trends – Track profit trends over time to identify growth opportunities and adjust their strategies based on customer purchasing patterns.
To grant this view-only access securely (without exposing each rep to one another’s records), follow these steps:
- Login as the administrator.
- Edit the saved search created specifically for the sales rep.
- Enable Run Unrestricted in the search.
- Click Save to apply changes.
By following these steps, your sales team can access the gross profit insights they need directly from their dashboards, helping them make data-driven decisions while ensuring that sensitive information remains secure.