COMPANY INFORMATION
Enter basic details about the organisation being assessed
Organisation Profile
KPI DATA ENTRY
Enter absolute values and scores for each Key Performance Indicator
ℹ
Enter figures from your client's CRM or sales reports. Use the KPI Calculator tab (③) to derive computed values from raw inputs.
| KPI & Formula | Actual Value | Your Score (1–5) | Industry Benchmark (1–5) |
|---|
KPI CALCULATOR
Derive KPI values from raw inputs using built-in formulas
SCORE & BENCHMARK
Review KPI scores against industry benchmarks and overall health index
Overall Sales Score
—
out of 5.0
Industry Benchmark Avg
—
out of 5.0
Strengths (Score ≥ 4)
—
KPIs performing well
Urgent Areas (Score ≤ 2)
—
need immediate attention
KPI Score Breakdown
Performance Radar
SALES HEALTH REPORT
Complete assessment report — ready for client presentation
⚠
Complete KPI scoring in Step ④ and click Generate Health Report to populate this section.
MANAGE CLIENTS
Onboard new clients, generate access credentials, and review access requests
Onboard a New Client
Generates a unique Login ID & Password and (if email is configured) sends it automatically
Onboarded Clients
Credentials are recreated by formula, so they work from the client's own device — this list is your local reference only
| Company | Contact | Login ID | Password | Status | Actions |
|---|
Removing or marking a client inactive here only updates this device's local list. Because access is validated by formula (not by a shared database), a Login ID remains usable from any device unless you add it to the
REVOKED_LOGIN_IDS list in the file's code and redeploy.Pending Access Requests
Requests submitted via "Request Access" on this device. If email notifications are configured, new requests are also emailed to info@live2winn.com.