SWStep Williams

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 Rotation

Have a tool you'd like built?

Custom dashboards and scorecards can be developed as part of a training or consulting engagement.