sales manager weekly checklist
A sales manager weekly checklist for the days on turf
A sales manager weekly checklist is how you read the week from the days on the desk: turf ownership, visits logged, coaching scores, the contest, and commission blanks. Knockdesk is field sales software. Onboarding does not block a knock. Contest eligibility can require finished onboarding. Print from this browser. Checks stay in this browser. There is no separate PDF file.
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| Done | Job | Knockdesk | Other vendor |
|---|---|---|---|
| Read turf ownership and refuse a cut that overlaps | One vendor sits on the turf. A new turf has to sit inside the territory and cannot overlap turf already cut. The assignee is who holds that turf. | Your notes | |
| Read the visits that were logged, including Not Home | Not Home still saves and still counts as coverage. The visit on the pin is the record for this sales manager weekly checklist. | Your notes | |
| Keep Do Not Contact off the knock list and out of coverage | Do Not Contact and Invalid Address stay out of coverage. Do not add those pins back to make the week look fuller. | Your notes | |
| Treat a knock that was not at the door as unverified | A knock not at the door is unverified. The visit can still save with that badge. The badge does not erase the outcome. | Your notes | |
| Read coaching scores without replacing the logged outcome | Recording is opt-in. Consent comes before the recording starts. Skip Recording still logs the visit. The score does not replace the logged outcome. | Your notes | |
| Paste the six steps into Coach if talks should be scored | The steps are opening, rapport, discovery, presentation, objections, and close. Paste them in. The product does not import a script. Publish the script. A draft does not score talks. | Your notes | |
| Check the contest, including whether eligibility waits on finished onboarding | Turn on Require finished onboarding if eligibility should wait. Save as draft until you want the game live. Head to head stays invite only. Territory War stays with admins. | Your notes | |
| Confirm onboarding does not block knocks | Onboarding does not block a knock or a route. My Onboarding stays until Completed or Manually Completed. That list is not a lock on the pin. | Your notes | |
| Leave commission blanks empty until a saved rate exists | The vendor rate at confirmation is used first, then the organization default. The product never invents a rate. A residual is paid only if a saved rate already exists. | Your notes | |
| Read idle_minutes and utilization_rate beside the shift states | Capacity analytics stores idle_minutes and utilization_rate. utilization_rate is active minutes divided by clocked minutes. Clocked In vs Knocking are shift states. | Your notes | |
| Print this sales manager weekly checklist from the browser | Checks stay in this browser. There is no separate PDF file. | Your notes |
The week
How to run this sales manager weekly checklist
Read the days in order, while the visits are still on the pins. A weekly story told from memory will not show which turf is assigned or which amount is still blank.
- 1Print from this browser. Checks stay in this browser.
- 2Read turf ownership. One vendor. No overlap with turf already cut.
- 3Read visits logged, including Not Home, and leave Do Not Contact out of coverage.
- 4Read coaching scores after consent. The score does not replace the logged outcome.
- 5Open the contest. Eligibility can require finished onboarding. Onboarding itself does not block a knock.
- 6Leave commission blanks empty. Never invent a rate.
The checks
What the week is actually checking
Five reads, then the clock beside them. Each one is a record the desk already keeps on those days.
| Check | In the product |
|---|---|
| Turf ownership | One vendor on the turf. A new cut cannot overlap turf already cut. |
| Visits logged | Not Home still counts as coverage. Do Not Contact and Invalid Address do not. |
| Coaching scores | Recording is opt-in. Consent comes first. Skip Recording still logs the visit. The score does not replace the logged outcome. |
| Contest | Eligibility can require finished onboarding. A draft stays off the field. Onboarding does not block a knock. |
| Commission blanks | Vendor rate at confirmation, then the organization default. A missing rate stays empty. |
| The shift | Clocked In vs Knocking are states. Capacity analytics stores idle_minutes and utilization_rate. |
The days
Read the week as days, then the gaps
The day bars on this page are a fixture of knocks and talks across the week. A sales manager weekly checklist uses those days to see turf ownership, visits logged, coaching scores, the contest, and commission blanks.
Rep days
Sample
Best day Tuesday · 82 knocks
- Mon
- Tue
- Wed
- Thu
- Fri
The unpublished script
Paste the six steps into Coach. The product does not import a script. A draft does not score talks.
The kudos
Kudos is a teammate making a good door public. It is separate from the coaching score and from the contest.
The open contest
Contest eligibility can require finished onboarding. Onboarding does not block a knock while that game waits.
The filled blank
A commission blank stays empty. The product never invents a rate. A residual needs a saved rate.
Related
After you read the week
- Field sales resources
The hub this sales manager weekly checklist sits on.
- Open Coach
Paste the six steps. The score does not replace the logged outcome.
- Open Compete
Contest eligibility can require finished onboarding. A draft stays off the field.
- Commission tracking
Vendor rate at confirmation, then the organization default. Blanks stay blank.
- Territory and turf
Turf ownership, one vendor, and a cut that cannot overlap.
- Open the canvassing desk
The visits logged on the pins you are reading this week.
- Commission reconciliation checklist
The season file uses the same rule as the blanks on this weekly read.
- Full desk pricing
Full desk is on the pricing page.
FAQ
Frequently asked questions
What is a sales manager weekly checklist in Knockdesk?
A sales manager weekly checklist reads the days for turf ownership, visits logged, coaching scores, the contest, and commission blanks. Knockdesk is field sales software.
Does onboarding block knocks?
Onboarding does not block a knock or a route. My Onboarding can stay open while the rep logs visits. Contest eligibility can require finished onboarding.
Can a contest wait until onboarding is finished?
Yes. Contest eligibility can require finished onboarding. Save the game as a draft until you want it live. That wait is eligibility, and onboarding does not block a knock.
Do coaching scores replace the visit?
The score does not replace the logged outcome. Recording is opt-in. Consent comes before the recording starts. Skip Recording still logs the visit.
What are idle_minutes and utilization_rate?
Capacity analytics stores idle_minutes and utilization_rate. utilization_rate is active minutes divided by clocked minutes. Clocked In vs Knocking are shift states.
What should I do with a commission blank?
Leave it empty. The vendor rate at confirmation is used first, then the organization default. The product never invents a rate. A residual is paid only if a saved rate already exists.
How much does Knockdesk cost?
Full desk is on the pricing page. A free trial is not open.
The handoff
Bring the week the days already show.
We will read turf ownership, visits logged, coaching scores, the contest, and commission blanks. Onboarding stays open for knocks. Full desk is on the pricing page. A free trial is not open.
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