Sales Cockpit (sales force)
Each salesperson's performance: leads, opportunities, conversion, ticket size, and value won — with internal benchmark, cascaded goal, AI coaching, and commission for payroll.
The screen
The real screen, in the theme you picked above.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
RefreshCalculateUse team averagesPost commission to payrollTenkai diagnosisSave session
The list shows
SalespersonLeadsOpp.OpenWonConversionAverage ticketValue wonGap vs best1:1
Form fields
Melhor conversão do timeReferência interna: a maior taxa de conversão entre os vendedores da empresa.
LeadsQuantidade de leads atribuídos ao vendedor no período.
OportunidadesQuantas oportunidades o vendedor abriu a partir dos leads dele.
AbertasOportunidades do vendedor ainda em andamento, sem ganho nem perda.
GanhasOportunidades do vendedor fechadas como ganhas.
ConversãoGanhas divididas pelas fechadas do vendedor: eficiência da venda dele.
Ticket médioValor médio por negócio ganho pelo vendedor.
Valor ganhoSoma do valor das oportunidades ganhas pelo vendedor.
Lacuna vs melhorPontos percentuais de conversão que faltam ao vendedor para alcancar o melhor do time.
Meta de receita novaMeta de receita nova usada para desdobrar quantos negócios, oportunidades e leads são necessários.
Negócios necessáriosQuantos negócios fechados a meta exige, já considerando as taxas de conversão do funil.
Cota de receita por vendedorParcela da meta de receita rateada para cada vendedor do time.
Start here
What it's for
Shows who is selling and where each one gets stuck (generates too little? converts too little? low ticket?). The internal benchmark compares against the BEST on the team — the gap becomes the agenda for a 1:1.
Rules
Goal with friction
The calculator breaks down the revenue goal into how many deals, opportunities, and leads are needed, considering YOUR real conversion rates — the quota stops being a guess.
AI coaching
The diagnosis reads the salesperson's numbers and suggests the focus for the 1:1 (recorded in tb_coaching). Use it as preparation, not as a verdict.
Commission → payroll
The commission button posts the calculated amount as a one-off EARNING on the OPEN payroll for the period (idempotent — it doesn't duplicate). It requires the user↔employee link in the People registry.
Frequently asked questions
Who sees it
Whoever has the permission to view the screen on their profile — in practice, sales management: the dashboard compares salespeople against each other (leads, conversion, average ticket, value won), points to the best on the team as the reference and shows each one's gap against them, which is a coaching reading, not self-service. The values in R$ (average ticket, value won, revenue goal and quota) obey the "View Values" permission; without it, only the counts and percentages remain.
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