Wells Fargo
Sales and reporting portal
We built Wells Fargo's Sales and Reporting Portal. The screen is a recognition report by scope, role, quarter, qualifiers, and production metrics.
What the screen is
We call this the Sales and Reporting Portal. The screen is a Recognition Report. The reader picks a region, a division, a market, and a role, then a quarter on a timeline. The report can be exported.
What the columns are for
The table splits qualifiers from production metrics and rolls them into an overall rank. A market manager can see who cleared the qualifier bar and how the role's metrics landed for that quarter. We do not republish the names or figures in the sample rows.
The rest of the Wells Fargo work
Pair this portal with the high-value customer tool and the course and training reports. One set of tools covers the book of customers, the sales score, and the training record.
Related work
High-value customer management · Course evaluation and training analysis
Talk with us about a similar system, or return to the full portfolio.