HR File (for cascading)

Goals | Incentives

Org Charts

Loan Tracker SM

my Performance Navigator SM

LOSLOS CoreCore

Secure Sales Cloud

Sales Intelligence SystemCascaded Reports, Scorecards, Dashboards & Analytics

Pipedrive

OtherOther

Lead Manager SM Loan Tracker SMLOS Core

my Performance Navigator SM

Sales Intelligence System

Cascaded Reports, Scorecards, Dashboards & Analytics

Print in any format including PDF and PowerPoint slides

Add additional metrics and custom reports

Powerful pipeline reports filtered by city, region, market and products

Sales Tracking & Reporting

Loan Tracker keeps the

salesperson and the client

fully informed and

engaged during the entire

pipeline.

Lead Manager schedules,

assigns and automatically enters

leads into the first stage of

pipeline.

my Performance Navigator

� Can be configured just with Pipedrive and/or can include important pipeline

data from other systems like your loan origination system (LOS) and Core.

� Client provides an HR file (and business rules) for cascading.

� Can add additional metrics and key performance indicators (KPIs).

� Can add additional custom reports, dashboards, scorecards and analytics to

existing Pipedrive reports.

� Users can print in any format including PDF and PowerPoint formats for

executives.

� my Performance Navigator provides an ‘interactive pipeline report’. This report

can be filtered by product, city, market, region or type of sales person.

� Users can add Lead Manager and Loan Tracker as optional modules.

� my Performance Navigator is programmed to work with Pipedrive’s API for direct

data interface.

� Data can be provided from other systems by flat file, automated data extracts or

API.

A Compelling Scorecard

Break your sales team’s addiction to Excel Spreadsheets

Accurate Data fuels high-performance sales teams.

The fastest growing and most efficient bank sales teams run on

my Performance Navigator

Focus on what’s

important instead of

who’s right.

Manage and coach with

more confidence.

Connect all your sales

systems into one

automated source of

accurate data!

Linked Reports trend and stack rank every sales metric.

Know What’s Impacting Growth, and Why

Forecast More AccuratelyTrack and grow your key performance indicators with right-time, filterable reporting.

Track Your GoalsTrack each team’s contribution to the organization’s goals in an at-a-glance executive

dashboard.

Set Management ObjectivesWith live and right-time reporting, you can visualize your challenges, goals, and priorities.

One common set of reports keeps leadership aligned.

Manage With ConfidenceDemonstrate your firm grasp of sales to your board. Respond to questions with certainty.

Ditch Your Static Reporting

my Performance

Navigator equips you

with actionable insights.

‘‘‘‘Interactive’ Pipeline Reports filter your pipeline by employee, stage, status, product,

time-in-stage, and projected close time.

Drive Team Performance With Data-Driven Coaching

Contrast behavior and

efficiency ratios from

your top performers to

your average performers.

Coach them by modeling

the behaviors of the most

successful employees.

Use activity reporting

with goals to understand

where employees are

falling behind, and drive

the right actions.Executive Dashboards are customized to the needs of each bank.

Teamwide analytics

Digging Deeper

Find and Close Skill Gaps

Know Why the Best are

Better

Advanced Analysis Tools

Automated Call Reports provide all the details of frontline sales activities last

week, this week and next week. Automated Call Reports are designed to

improve weekly check-ins.

Demo Upon Requestrbuck@performanceinsightsteam.com

480-212-6082

Please Visit Our Websitewww.performanceinsightsteam.com

Connect With Ron Buck At LinkedInChairman, CEO