Roles, portals, and dashboards
Pega Sales Automation for Financial Services supports key roles associated with your day-to-day use of the application. The table below describes the key access roles provided with the Pega Sales Automation for Financial Services.
| Role | Description | Default portal |
| Sales Representative (Financial Advisor or Relationship Manager) | Sales Reps manage their Lead and Opportunity pipeline including all communications with prospects and customers. | Sales Rep Portal |
| Sales Manager | Sales Managers manage teams, monitoring overall performance, and collaborate with their teams. | Sales Manager Portal |
| Sales Operations | Sales Ops are responsible for supporting the sales team by managing Territories and Users and administering data. | Sales Ops Portal |
| Admin | An Administrator is responsible for managing the complete application. | Developer Portal |
| Channel Manager | Channel Managers manage partners affiliated with the parent organization. | Channel Manager Portal |
| Partner Seller | Sales Representatives in the partner organizations who sell the products of sell the products of the parent organization. | Partner Seller Portal |
| Partner Seller Manager | Sales managers in the partner organizations manage partner sellers. | Partner Seller Manager Portal |
| Partner Sales Ops | Partner Sales Operations create, modify, or remove partner sales reps. | Partner Seller Sales Ops Portal |
Sales rep dashboard
The sales rep portal is where the sales team performs their day-to-day sales activities. Gauging their business using the dashboard, qualifying new leads, and being guided through the stages of an opportunity are all typical actions performed in the portal. Sales reps can also adjust the sales forecast and track all communications with prospects and customers.
Sales manager dashboard
The Sales Manager dashboard provides insights into the team's sales pipeline and performance while enabling cross-team collaboration. Managers can analyze their business using the sales manager dashboard, gauging key metrics across the team with the ability to drill into the details of individual sales reps.
Partner dashboard
Channel managers can analyze the contribution from the partners by looking at the partner leaderboards, partner pipeline, and partner win/loss analysis widgets. These widgets gather data at the organization level. Channel managers can also drill-down into the statistics of individual partner by looking at partner opportunities, latest activity, marketing collateral shared with partners, sources for partner opportunities.
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