Sales report generation and display on a graphical user interface (GUI) of a mobile software application executing on a wireless mobile computer device
A computer-implemented method for facilitating effective sales via a graphical user interface (GUI). The method may include the act of providing a database that includes sales information for potential sales targets. In an embodiment, the method further includes querying the database to identify each of a plurality of potential sales targets within a pre-determined sales region. A step includes generating a first graphical user interface (“GUI”) at an electronic display of a mobile device, where the GUI includes an image of a map of the pre-determined sales region and visual icons depicted on the map at positions corresponding with the geographic location of each of the plurality of potential sales targets within the sales region. Further, providing a selectable report icon in the first GUI and, upon selection of the selectable report icon on the first GUI, querying the database to retrieve at least some of the sales information associated with a plurality of the potential sales targets in the sales region and displaying, in a second GUI, a visualization of the retrieved sales information.
1. A computer-implemented method for facilitating effective sales via a graphical user interface (GUI), the method comprising the steps of:
providing a database comprising sales information for potential sales targets;
querying the database to identify each of a plurality of potential sales targets within a pre-determined sales region;
generating a first graphical user interface (“GUI”) at an electronic display of a mobile device, the GUI comprising an image of a map of the pre-determined sales region and visual icons depicted on the map at positions corresponding with the geographic location of each of the plurality of potential sales targets within the sales region;
providing a selectable report icon in the first GUI; and
upon selection of the selectable report icon on the first GUI:
querying the database to retrieve at least some of the sales information associated with a plurality of the potential sales targets in the sales region; and
displaying, in a second GUI, a visualization of the retrieved sales information.
2. The method of claim 1 , further comprising:
generating a GUI at an electronic display of a second mobile device associated with a sales associate, the GUI comprising an image of a map of a second sales region, the second sales region image map based on a geographic location of the second mobile device; and
displaying in the GUI of the second mobile device a plurality of selectable icons depicted on the map and each corresponding to a geographic location of a potential sales target within the second sales region.
3. The method of claim 2 , further comprising:
upon selection of one of the selectable icons on the GUI of the second mobile device, querying the database to retrieve at least some of the sales information associated with the potential sales target associated with the selected icon.
4. The method of claim 2 , further comprising:
upon selection of one of the selectable icons on the GUI of the second mobile device, updating the database via the GUI of the second mobile device to add inspection data to the sales information associated with the potential sales target associated with the selected icon.
5. The method of claim 4 , wherein:
the inspection data comprises pre-visit inspection data.
6. The method of claim 4 , wherein:
the inspection data comprises demographic data.
7. The method of claim 4 , wherein:
the inspection data comprises security data.
8. The method of claim 2 , further comprising:
upon selection of one of the selectable icons on the GUI of the second mobile device, updating the database via the GUI of the second mobile device to add service data to the sales information associated with the potential sales target associated with the selected icon.
9. The method of claim 8 , wherein:
the service data comprises customer interest data.
10. The method of claim 8 , wherein:
the service data comprises payment data.
11. The method of claim 8 , wherein:
the service data comprises contract information.
12. The method of claim 8 , wherein:
the service data comprises special offer information.
13. The method of claim 8 , wherein:
the service data comprises sales call result information.
14. The method of claim 8 , wherein:
the service data comprises resident information.
15. The method of claim 1 , wherein the visualization of the retrieved sales information comprises:
a textual listing of geographic locations of at least some of the potential sales targets.
16. The method of claim 1 , wherein the visualization of the retrieved sales information comprises:
a profitability of the sales region.
17. The method of claim 1 , wherein the visualization of the retrieved sales information comprises:
an employee status report associated with the sales region.
18. The method of claim 1 , wherein the visualization of the retrieved sales information comprises:
an employee effectiveness report associated with the sales region.
19. The method of claim 1 , wherein the visualization of the retrieved sales information comprises:
a breakout report of number of visits to potential sales targets.
20. The method of claim 1 , wherein the visualization of the retrieved sales information comprises:
a number of sales.
21. The method of claim 1 , wherein the visualization of the retrieved sales information comprises:
a rate of closing of sales.
22. The method of claim 1 , further comprising:
filtering the retrieved sales information.
23. The method of claim 1 , wherein at least a portion of the retrieved sales information is selectable within the GUI, and selection causes a display, in a third GUI, a visualization of a sub-report of the retrieved sales information.
24. The method of claim 1 , wherein the visualization is provided in one or more graphs.