Personalized dashboards
Create custom dashboards and reports without the help of IT or administrators.
Cat avg: 6.6
Top Performing Features
Color-coded scorecards
Track and analyze performances with interactive, color-coded balanced scorecards.
Cat avg: 7.6
KPIs
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
Cat avg: 7.6
Key Performance Indicator setting
Ability to set key performance indicators for measuring progress towards goals.
Cat avg: 8.6
Worst Performing Features
Benchmarking with external data
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Cat avg: 7.6
Revenue Forecasting
AI forecasting of future sales revenue.
Cat avg: 7.8
Pipeline Analytics
Provide the ability to rapidly visualize and identify pipeline changes.
Cat avg: 7.6
SetSail Features from Reviews
Analytics and Reporting
Dashboards and scorecards for KPI monitoring and benchmarking
10+20%
Personalized dashboards
Create custom dashboards and reports without the help of IT or administrators.
Category average: 6.6
Color-coded scorecards
Track and analyze performances with interactive, color-coded balanced scorecards.
Category average: 7.6
KPIs
Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.
Category average: 7.6
Key Performance Indicator setting
Ability to set key performance indicators for measuring progress towards goals.
Category average: 8.6
Benchmarking with external data
CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.
Category average: 7.6
Revenue Forecasting
AI forecasting of future sales revenue.
Category average: 7.8
Pipeline Analytics
Provide the ability to rapidly visualize and identify pipeline changes.
Category average: 7.6
Sales ICM
Features around incentive compensation management for sales
10+39%
Sales compensation plan creation
Easy for Sales to create incentive compensation plans without IT assistance.
Category average: 8
Complex sales crediting
Users can set up complex crediting chains to attribute credit for sales to multiple tiers of employees and/or partners.
Category average: 7
Sales compensation process automation
Automates processes related to sales compensation, like incentive and quota plans, approvals, dispute resolution, payroll processing, etc.
Category average: 6.8
Incentive auditing/regulation compliance
Internal workflow and tracking elements create an audit trail and help ensure regulatory compliance.
Category average: 7.9
Sales compensation dashboards & forecasting
Analytics tools give sales ops managers and/or reps a view into sales performance in terms of sales vs. quotas, as well as earnings so far and projected payouts. May include competitive stats.
Category average: 8.3
Incentive modeling
Includes a sandbox or testing environment for users to explore what-if scenarios and develop incentive compensation strategies.
Category average: 6.4
Agile incentive strategy
Incentive plans are flexible; users can create and adjust compensation plans and incentive rules in order to strategically adapt to changes in sales performance/the marketplace/corporate goals.
Category average: 6.5
ICM mobile visibility
Real-time reports about sales performance and compensation are accessible on mobile devices; may also allow managers to update plans and/or reps to submit questions, disputes, etc.
Category average: 6.8
Sales Gamification
Features related to gamifying sales operations.
10+23%
Sales contest templates
Includes pre-designed sales competitions based on common sales goals and KPIs.
Category average: 9.3
Custom sales contests
System administrators and/or players can design customized sales competitions, with different challenges, types of rewards, etc., depending on company culture, goals, and KPIs.
Category average: 9.7
Team competitions
Enables contests involving groups of employees playing against one another, rather than one-on-one competitions or every rep for themselves (as with a leaderboard).
Category average: 9.3
Multiple competitions
Allows for multiple competitions of different types to be going on simultaneously; this kind of complexity is especially important for enterprises.
Category average: 9.7
Contest flexibility
Administrators can make adjustments to competition design, duration, etc. as needed, allowing sales managers to test and modify different competitive dynamics for agile improvement. Also helps keep contests aligned with current company goals.
Category average: 9.7
Sales rep view
Sales reps have their own profiles/personal view of the platform to monitor performance, progress, and goals. May include mini-games or coaching; often mobile access is important.
Category average: 7.2
Mobile game functionality
Users can view results or participate in games and contests on their mobile devices.
Category average: 8.9
Game notifications & updates
Managers and players receive notifications about game developments, game/quota deadlines, and updated competitive rankings.
Category average: 8.9
Social competition / Game collaboration
There is a social element to the competition; the gamification software allows users to post, like, share, and comment on each others’ wins and losses, or integrates to the company’s social/collaboration channel(s). May also allow non-salespeople to get involved.
Category average: 9.3
Sales game integration to Salesforce
Pulls sales performance data and details from Salesforce CRM.
Category average: 8.9
Sales performance reporting
Gamification software reports on individual and team sales results in an engaging, clear, and simple way.
Category average: 8.7
TV streaming
Results of competitions, along with other motivational and competitive material, can be televised. This may be a matter of digitally displaying the sales performance report (static), or may be more like a news report/continuous content feed.
Category average: 7.5
SetSail Features from the Vendor
Additional Features
Vendor-contributedAutomated sales data capture
Buying signal discovery via machine learning
Micro-incentives
Buying signal tracking