Setting Up Sales Indicator

The first time you log in to your Sales Indicator™ system you'll be taken to the Home page. This dashbaord will show pertinent data once applicants start completing assessments.

Setup Overview

  1. Configure the system with the company profile and add additional administrators.
  2. Create appropriate positions / job roles in the Positions tab.
  3. Add employees and begin assessing them to develop your model.
  4. Import sales quota data into the Sales Indicator system from one of the supported CRMs:
    • Salesforce: Authorize Salesforce and create data reports that will push sales data into Sales Indicator
    • Microsoft Dynamics CRM
    • Sugar CRM
    • Netsuite
    • Oracle Fusion

Release Notes

Find our most recent release notes.


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