Resource Library
Tools built from the desk, not a template.
Dashboards, spreadsheets, calculators, and scorecards Step has used to run real departments — organized by department and type as they're published.
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Department
Type
App
Performance-Based UP Rotation
A salesperson-ranking and customer-assignment tool that uses sales and activity metrics to determine the next available UP, in place of a purely passive turn order.
Open Up RotationHave a tool you'd like built?
Custom dashboards and scorecards can be developed as part of a training or consulting engagement.