SIERA Sales User Dashboard

1. Feature Overview

SIERA’s Sales User Dashboard gives you analytics and insights into your entire sales pipeline. The dashboard will give you a birds-eye view of your Call Metrics, Activity Metrics, Lead Metrics, and Task Metrics. You can filter each of these metrics to a specific date range and click on different widgets on the report for further data.

siera sales user dashboard

 

2. Prerequisites

SIERA is a paid feature. To enable it for your account, contact your account manager or siera.support@leadsquared.com.

 

3. Sales User Dashboard

Navigate to Reports>SIERA>Dashboards>All Dashboards and click Sales User Dashboard.

Siera sales nav new

 

4. Filter Your Sales User Dashboard

Click Filter to set a date range for metrics on your dashboard.

4.1 Called Date Range

The default date range for this filter is Today. The Called Date Range filter affects the following metrics –

MetricDescription
Total CallsTotal calls dialed (Inbound + Outbound) in the date range
Total Call DurationThe summation of call duration of all calls dialed in the date range
Average Call DurationThe average call duration dialed (Total Call Duration / Total Calls) in the date range
Calls ConnectedTotal calls answered (Inbound + Outbound) in the date range
Inbound Missed CallsTotal inbound calls missed by the agent in the date range
Outbound Unanswered CallsTotal outbound calls not answered by the lead in the date range
Hourly Call DataThe hour-wise calls dialed by the agent in the date range
Call Status BreakupTotal calls distributed by their status in the date range. 
Leads CalledTotal leads where the agent attempted to call in the date range
Leads AnsweredTotal unique leads who answered the call in the date range

siera called date range filter

 

4.2 Leads Added Date Range Filter

The default date range for this filter is Today. The Leads Added Date Range filter affects the following  metrics –

MetricDescription
Leads AddedTotal new leads created and assigned to the agent

siera leads added date range filter

 

4.3 Day-wise Call Date Range Filter

The default date range for this filter is the Current Week. The Day-wise Call Date Range filter affects the following metrics –

MetricDescription
Day-wise CallTotal number of calls placed each day in the date range

siera day-wise date range filter

 

4.4 Lead Pipeline Date Range Filter

The default date range for this filter is the Current Year. The Lead Pipeline Date Range filter affects the following metrics –

MetricDescription
Lead Pipeline Date RangeTotal number of leads in different stages of your lead pipeline in the date range

siera lead pipeline date range

 

4.5 Activity Created Date Range Filter

The default date range for this filter is Today. The Activity Created Date Range filter affects the following  metrics –

MetricDescription
Activity Created Date RangeDisplays a distribution of all the activities done by the agent on their leads in the date range

siera activity date range filter

 

4.6 Task Created Date Range Filter

The default date range for this filter is the Current Year. The Task Created Date Range filter affects the following metrics –

MetricDescription
Total TasksTotal tasks created and assigned to the lead in the date range
Overdue TasksTotal tasks overdue in the date range
Tasks Completed TodayTotal tasks completed today in the date range
Tasks Due TodayTotal tasks due today in the date range
Tasks Due TomorrowTotal tasks due tomorrow in the date range
Tasks Due This WeekTotal tasks due this week in the date range
Pending & Overdue Task DistributionDisplays a distribution of tasks assigned to an agent by the different tasks type and overdue and pending status

siera task created date range filter

 

5. Filter Behaviour

When filtering your sales dashboard, you will come across the following filter behaviors –

  • Selecting a filter on a metric highlights the widgets it will impact. 
  • Once a filter is applied, the siera filtered icon symbol will appear on the widgets it has impacted. The symbol will be visible for 5 seconds.
  • If a filter is applied by the user, the widgets will show the siera number of filters icon icon along with the subscript of the total filters applied. Clicking on the  siera number of filters icon  icon, shows the filters applied to the widgets. 

siera sales dashboard filter behaviour

 

6. Dashboard Drilldown and Report Redirection

All Widgets can be drilled down at lead, task, activity, or call level to get the exact details​ or data. Clicking on the siera drill down icon redirects the user to the report from where the data is fetched. 

siera sales dashboard drill down

 

7. Add the Sales User Dashboard as Your Custom Report

You can add the SIERA Sales User Dashboard to Your LeadSquared Dashboard  –

  1. Navigate to Reports>SIERA>Dashboards>All Dashboards.
  2. Click on the siera sales dashboard copy link icon icon againt the Sales User Dashboard and click Copy Embed URL.
  3. Paste the link as an external report on the LeadSquared dashboard.
Note: You will need to create a custom dashboard on LeadSquared. Once done, you can add the SIERA Sales User Dashboard as your own report.

siera sales dashboard custom report

 

8. Add the Sales User Dashboard as a Custom Report For Your Users

You can add the SIERA Sales User Dashboard to your users’ LeadSquared Dashboard –

  1. Navigate to Reports>SIERA>Dashboards>All Dashboards.
  2. Click on the siera sales dashboard copy link icon icon againt the Sales User Dashboard and click Copy Embed URL.
  3. Navigate to Settings>Analytics>Dashboards.
  4. Create a dashboard and paste the URL from the previous step.
  5. Navigate to Settings>Users and Permissions>Teams.
  6. Under Actions, Hover your mouse over theseria sales user dashboard actions icon for a Team and click Apply Dashboard.
  7. From the Dashboards drop-down, select the Dashboard you created.
  8. Click Save.
Note: For more information on custom dashboards for Teams, you can read the help article on Assigning Custom Dashboards to Teams.

siera add dashboard for users

 

Any Questions?

If you have questions, let us know in the comments section. We’ll get back to you as soon as we can.

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