Want a feed of your sales data to show on a screen for the whole team? Use the Nutshell Wallboard to show key sales metrics to everyone.
Two significant sales motivators, beyond compensation, are competition and recognition. Use the Nutshell Wallboard to display your sales team's efforts to everyone in the company, promote competition against previous numbers, and keep everyone motivated!
What is on the board?
- Today's sales vs. yesterday's sales as a percentage
- This month's sales
- This month's sales vs. last month's as a percentage
- A year-over-year comparison of sales this month to the same month last year
- Top sales this month
How do I open the wallboard?
- Click on Reports
- Click on Launch Wallboard
Is it possible to customise what is shown on the wallboard?
Our team here don't do daily sales, or even weekly sales as our processes take a much longer time, and it would be good to change the data on here to something more relevant and encouraging for our team.
Hi there, Sarah! Thanks for your comment. The wallboard is not currently customizable, but to create customized reports of your sales data to motivate your team members, I highly recommend building custom reports you can save and share with your team. Click here to learn more about building custom reports.
Have you already tried creating quota cards to pin to your teams dashboards to help motivate them to move the needle? Learn more about quota cards by clicking here, and email us at firstname.lastname@example.org with any questions!
Is there a way to share the Wallboard with non-users? It would be interesting for us to be able to display this in a community area within our organization for all employees to see.
Hello, Paul! Many of our customers are currently taking advantage of this board and treating it as a "source of truth" for their organizations, and are projecting the wallboard on a screen or wall in their office. Let us know if you have any specific questions regarding setup by emailing email@example.com!
But as I understand it, we would have to have a user logged in on the device displaying the wallboard. Is there a way to access it without using an existing users account?
You're exactly right, Paul! The wallboard can only be accessed by logged-in Nutshell users. You could certainly log yourself in on the device displaying the wallboard and then log in again on your own device. Nutshell can easily support someone being logged in on two devices!
You can display the wallboard on any device from a logged-in user's account. We don't limit the number of devices a user can be logged in on at a given time.
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