WindoorERP Documentation 19.0

Audit sales team operations, team member targets, and executive revenue dashboards

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Monitors team-level order generation, monthly target completion rates, and lead pipeline flow across residential and commercial sales divisions.

Before you start

  • Sales Manager or Executive access.

Steps

Sales teams performance dashboard kanban cards

Sales team profile and operational target editor

Important

Visual team progress bars provide immediate feedback on whether monthly revenue quotas will be achieved.

  1. 01
    Open Sales › Orders › Sales Teams.
  2. 02
    Review team Kanban cards displaying total open quotations, confirmed orders, and invoiced amounts.
  3. 03
    Compare team actual performance against monthly Invoicing Targets.
  4. 04
    Drill down into individual team cards to inspect member workloads and estimator response times.

Common mistakes

  • Failing to adjust team targets during seasonal factory maintenance shutdowns.
  • Not reassigning leads when a sales team reaches full estimation capacity.

Continue learning

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