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Management Modules

Research

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DigitalDashboard

Administration

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Finance Modules

Financial Statements

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"What If" Product Pricing

"What If" Relationship/Prospect Pricing

 
Marketing Modules

Mapping

Campaign Tracking

Crosstabs

Matrix Marketing

Sales Modules

Sales Express

Scorecarding

Sales Tracking

Incentive Plan

CRM

Relationship Modification
 


Scorecarding

The Scorecarding module of IDM OnLine allows management to monitor and supervise your sales force by providing results of officer, branch, region and institution-wide performance on a scorecard basis. 

Scorecarding gives key performance metrics on a wide range of measures, and can track these measures over time.  The metrics include important marketing, sales and financial measures, giving a complete picture of performance.  

Scorecard reports can be created for the institution, region, branch and officer.  The reports have the ability to measure a variety of balanced measures, from a wide range of data sources.  Scorecard reports can be fully customized to your institution.

The scorecard can be manipulated to chart a single time period or a series of time periods. 

 

 

 

   

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