The Main Factor defines the key criteria used in evaluating performance.
It is the primary step in breaking down a sales call into measurable, actionable stages.
Info: Main factors form the backbone of the evaluation system.
Assigning clear names, descriptions, and weightage ensures fair and accurate performance scoring.
A new page will open where you can create the factor.
Fill in the name of the main factor (e.g., Communication, Closing Ability).
Provide a short explanation of what this factor measures.
Assign a percentage value (e.g., 70%, 100%) to define how important this factor is in evaluation.
Choose the sales type where this factor applies. Options include:
Once all details are filled, click Save.
The new main factor will now appear in the evaluation list.
Warning: Avoid vague names or unclear descriptions—they reduce the effectiveness of evaluation and can confuse users.