How managers use commonsku's Management Dashboard and Analytics to coach smarter, hit targets, and grow a more profitable team.
Most sales managers spend their mornings hunting for answers. Where is the team to target? Which rep needs help? Which order has been sitting untouched for three weeks? The answers exist—buried across reports, email threads, and one-on-one check-ins.
See everything. Miss nothing. The Management Dashboard surfaces your team's pipeline health, stalled orders, and target progress the moment you open it.
Know where to coach. Management Analytics gives you interactive reports (Sales Orders in Production, Invoices vs. Target, Sales by Client, Margin by Client) so you can identify who's performing, who needs support, and where margin is being left on the table.
Run a tighter, more profitable team. Together, Dashboard and Analytics replace gut-feel management with data-driven decisions without adding overhead to your day.
This is your guide to management on commonsku. Available on the Advanced plan and higher.
The Manager's Playbook: Two Tools That Run Your Team
What managers use in commonsku every day and what each one tells you
The Management Dashboard — Daily Command Center
Surface what's stalled, what's at risk, and what needs your attention right now. Check it first thing. ~5 min daily
Management Analytics — Strategic Coaching Engine
YOY trend charts, client profitability breakdowns, CRM activity tracking, and Shop revenue Weekly review
The result: a team you can actually coach because you know exactly what's happening across every rep, every client, and every order.
Tool 1
The managers who drive the most growth aren't the ones with the best instincts. They're the ones who know the numbers before the conversation starts.
The Management Dashboard gives managers a live view of their team's entire pipeline without the need to run a single report. Within the Dashboard, managers can track:
Booked orders
Invoiced revenue
Pre-sales activity
And stalled projects on a rolling basis, all filterable by rep or rep group
🎯
Target Tracking
Where is my team to target this month?
⚠️
At-Risk Orders
What's stuck, overdue, or missing information?
📅
Future Pipeline
What does our next 90 days look like?
🔁
Repeat Revenue
Which orders from last year are up for renewal now?
At the top of the Dashboard, two meters track your team's performance against monthly targets in real time.
Two Reporting Trackers
Both can be filtered by individual rep or across the whole team, and update live as orders change status throughout the day.
💡 Pro Tip
Users with "modify sales target" permission can set individual monthly targets for each rep directly through the Management Analytics tab. Set targets once; the Dashboard tracks them automatically every month.
Below the revenue meters, smart-tiles give managers an instant read on the week's activity and flag problems that need attention. Three pulse-check tiles show pre-sales, in-production orders, and invoice totals for the last seven days—each with a percentage change from the prior week. A second row of actionable tiles flags orders that are stalled, missing data, or require immediate action.
Projects with No Budget
Pre-sales without a budget value. Budgets are required for accurate forecasting—this tile shows you the gaps before they become forecast misses.
Overdue Projects
Projects with past or missing in-hands dates. Surface orders that need to be closed, invoiced, or updated before they fall further behind.
Sales Orders: Client Approved
Client-approved SOs waiting on POs. These orders are ready—reps just need to move them into production. A red indicator means they're sitting idle.
Client Change Requested
SOs with client-requested changes awaiting rep review. These need to be addressed before they can be re-submitted for approval.
Sales Orders: Potential Repeat
Orders placed by clients at this time last year, surfaced up to 30 days in advance. Use this tile to coach reps to proactively re-engage clients before the window closes.
Clients with No Recent Activity
Accounts with no forms or projects in 90+ days. Use this to identify dormant clients before they go quiet permanently—and coach reps to re-engage.
The Dashboard's four built-in report tiles give managers a visual overview of exactly where orders sit, including which ones are stalling. All four are clickable: select a status bar or data point to open a filtered list, then click any project to open a slide-out menu with full context and action items.
Four Report Tiles Every Manager Should Know
Below the report tiles, the task panel gives managers a weekly view of their team's pending and completed tasks across all task types, such as: client tasks, project tasks, and PO tasks.
Tasks are color-coded: green for on track, red for overdue, grey for completed. Drag and drop to reassign due dates, or click any task to open the slide-out detail view. This is where administrative follow-up gets structured, so it actually gets done.
Tool 2
The managers who drive the most growth aren't the ones with the best instincts. They're the ones who know the numbers before the conversation starts.
Management Analytics is where trend data lives. Access it from Management > Analytics. Every chart is interactive, so you can hover for monthly details, click to open a filterable list of the underlying orders, and select any project to open the slide-out action menu. Filter the entire view by Client Rep, Order Rep, individual rep, or client status to isolate exactly the data you need.
❌ Without Management Analytics
✅ With Management Analytics
The Dashboard and Analytics are designed to work together. The Dashboard tells you what to act on today. Analytics tells you what to coach over time. Here's how high-performing managers use both tools in a weekly cadence.
From Daily Check to Quarterly Coaching
The management rhythm that keeps teams on track.
🌅
Daily
Dashboard Check
Scan smart-tiles for red flags. Check revenue meters. Review the task panel for overdue items.
📊
Weekly
Pipeline Review
Open Sales Orders and Stuck in Stage tiles. Review SO in Production and Sales Activity in Analytics.
🧑💼
Monthly
One-on-Ones
Filter Analytics by rep. Review Invoices vs. Target, CRM Activity, and Margin by Client before each conversation.
📈
Quarterly
Strategy Review
Sales by Client and Margin by Client to identify which accounts to grow, reprice, or develop further.
See everything. Miss nothing. Grow a more profitable team. That's what commonsku's management tools deliver.
Open the Management Dashboard first thing tomorrow. Scan the smart-tiles before anything else. Red indicators are your priority list for the morning—start with Overdue Projects and Sales Orders: Client Approved.
Set your team's monthly targets in Management Analytics. Go to Management > Analytics > Edit Targets. Select each rep, select the year, and enter monthly targets against invoices, sales orders in production, or both. The Dashboard revenue meters will track against these automatically.
Pull a rep-filtered view in Management Analytics before your next one-on-one. Select their name in the Rep drop-down, then review Sales Orders in Production, CRM Activity, and Margin by Client. Walk into the conversation with specifics, not impressions.
Check the Sales Orders: Potential Repeat tile weekly. This tile surfaces orders from last year that clients are likely ready to reorder now. Coach reps to reach out proactively before the client goes elsewhere.
Have questions about your setup? Reach out to your CSM or email support@commonsku.com.
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