Learning Objectives

At the end of this lesson you will know…  

1. How to find your top sales managers based on production.

Viewing Your Top Producing Sales Managers 

A very important reason for tracking all bookings in Thynk, is that you can turn to our reports and dashboards for up to date statistics.  When you’re managing a team, it is useful to know who your top selling sales team members are.  

In any case, to view the Sales Manager Production Dashboard, follow these steps: 

1. Click on the ‘Thynk Dashboards' tab. If you don’t see this tab click on the ‘App’ launcher  (the 9 dots on the top left) and search for Thynk Dashboards. Click on it to create a ‘Thynk Dashboards’  tab for ease.

2. Click on ‘Sales Manager Productivity’.

3. The dashboard will run based on predefined filters, which  you can change according to your needs. 

4. ‘Activity Range’ is when the business was booked. These are the defaults, but you can change the dates by clicking on the down arrow.

5. ‘Consumption Range’ is when the bookings were consumed/picked up. This example shows you the default dates, and again, you can change the dates by clicking on the down arrow. 

6. ‘Business Segment’ shows all business segments by default. You can change this as needed. 

7. ‘Type of Revenue’ shows the default of all revenue types. You can change this as needed.  If you click on the down arrow, you will see your property’s revenue types. 

8. But right front and center you see the graph showing you sales managers and their production figures in revenue. 

9. To get further production totals, you can hover your mouse over the specific person’s bar, or click into it. 

10. When you click into one person, you will see the view change to show just that one sales person.  On the bottom, the ‘On the Books’ section will only show this person’s production figures. 

11. To go back to the original view, click on the button on the top left of the report to ‘Return to Initial View’.

12. Back to the initial view, on the bottom, in the section ‘On the Books’ you can see the detail figures for each sales colleague.  For further definitions of the columns, you can refer to this Knowledge Base article and also listed in the links below the video.  

13. Click on ‘Open’ to see all sales managers productivity. 

14. Another visual representation of top sales colleagues is right above the sales managers details.  

You can filter to better meet your needs on what you wish to view.

Best Practices 

• Of course for this dashboard to be accurate, you must ensure that everyone is tracking their bookings in Thynk! 

Resources

1. Viewing Your Top Producing Sales Team - Knowledge Base article  

2. Sales Manager Productivity - Knowledge Base article 

3. How to Edit Reports & Dashboards - Knowledge Base article