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Compass Sales Solutions Announces Newly Redesigned Home Screen with Dashboard Reporting

18 May, 2015

Boise, ID (May 2015) – Compass Sales Solutions, the industry leader in sales opportunity software, is proud to announce the release of the newly redesigned Sherpa home screen with new comprehensive Dashboards.  

This new dashboard layout on the Home Page will allow users enhanced at a glance view and drill down ability by teams for easier views of data in the database. In addition to the current Home Page, which has access to view Activity List, view Completed Activities, Forecasts, last 5 proposals, Order Processing, and Lease Tracker detail, you will now have the ability to filter through data in many new critical areas of Sherpa.

Dealers can now set activity benchmarks and quotas that can be viewed on the home screen on six new tabs that are labeled At a Glance, Activities, Territory Overview, Sales, Lease Tracker, and Ranking. These tabs will allow the users get detailed information by Region, Manager and Sales rep as well as exporting capabilities. With the new dashboard option, managers will have the ability to easily view where their teams are succeeding and where they are falling short.

“This new Dashboard provides a snapshot of the most important details for a Dealerships Sales Team. This valuable tool offers not only interactively by user but allows to drill down into specific territories, teams, and users,” states Troy Casper, President of Compass Sales Solutions.

This new feature will be a controlled release to our customers and will be on a first come basis. Please contact our support team for more information and to be added to our list at support@compasscontact.net or call us at (800) 295-0411.

About Compass Sales Solutions:

Since 2001, Compass Sales Solutions has been the leading sales force automation provider for the office technology industry.  Compass Sherpa provides a comprehensive suite that automates all aspects of the sales process and allows your sales professionals to utilize one tool to completely manage the sales process including prospect/client identification, Outlook integration, product configuration, proposal generation, MPS analysis and mapping, ERP integration, and mobile access via smartphone’s and tablets.  Compass Sherpa will be the tool your team will want to use, not have to use.

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