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Roles, portals, and dashboards

Updated on September 29, 2021

Sales Automation supports key roles associated with your day-to-day use of the application. The table below describes the key access roles provided within the application.

Role name Description
Sales RepresentativeSales representatives manage their lead and opportunity pipeline including all communications with prospects and customers.
Sales ManagerSales managers manage teams, monitor overall performance, and collaborate with their teams.
Sales Operations Sales operations are responsible for supporting the sales team by managing territories, users, and administering data.
Administrator Administrators are responsible for managing the complete application.
Channel ManagerChannel Managers manage partners affiliated with the parent organization.
Partner SellerSales Representatives in the partner organizations who sell the products of the parent organization.
Partner Seller ManagerSales managers in the partner organizations manage partner sellers.
Partner Sales OpsPartner Sales Operations create, modify, or remove partner sales reps.

Pega Sales Automation comes with several role specific dashboards out of the box in the applicable portals.

Sales Rep dashboard

This dashboard provides sales representatives with insight into typical sales metrics specific to sales pipeline, lead conversions, sales coaching plans, goal attainment, and activity tracking. Users can personalize the dashboard layout from a library of prebuilt sales widgets.

Sales Rep dashbaord
Sales Rep dashboard view

Sales Manager dashbaord

This dashboard provides sales managers with insight into their team performance, quota attainment, activity completion, and team effectiveness using a sales coach. Managers can personalize the dashboard layout from a library of prebuilt sales manager widgets.

Sales Manager dashboard
Sales Manager dashboard view

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.

Partner dashboard
Partner dashboard view

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