Build.com
Opportunity Management
KPIs
QA
Day to Day
100

How can you find rebates on Build.com

Type REBATE into the search bar! OR
rebate center at the bottom of the page

100
What is the goal for Opp Management? 

What is 90%

100

Where can you see your current ranking for shift bids 

Power Bi 

100

Does this qualify for points:
I am a project manager here at build. 

No, we need to list value adds- ex: stock, lead times

100

Where do you submit IT tickets? 

What is, build service now 

200

This is where you go when an item doesn't come up on the website, usually most relevant for parts or quick adds.

What is nonstock

200

What is the limit for EM opps and how do you set the dates? 

$3000, set both FU and Close for 30 days out. 

200

How do we celebrate large orders in consumer? 

Wall of fame! For orders over 10k! 

200

Highest missed QA question on our team? 

Future projects

200

What is your average adherence goal? 

85%

300

If an item was installed and not working correctly can we make a return?

Ex: Faucet purchased last week and installed today

Yes, it falls within return policy for defective return. 

300

What are 3 ways to contact a customer? 

What is Txt, Email, Call 

300

This Category in the PowerBi doc helps you see what orders you have in amending, risk, or payment hold. 

What is 'Orders Needing Action"?

300

These 3 questions are all worth 7 points each under the Qualifying portion of the rubric. 

What is Extent/scope, Add-on's, Educate on your value. 

300

What survey do you have until Jan 24th to submit?

The pulse survey!

400

What is our appliance return policy? 


Returns must meet the following criteria:

Return must be set up within 30 days of purchase

Product must be in original, factory sealed packaging with all associated literature and warranty cards in original condition

Product cannot have been installed or used

Post purchase rebates cannot have been claimed

Product cannot be special order, made to order, clearance/liquidations/closeout or final sale

Products must be returned using the same shipping method as it was originally shipped

Photos are required to ensure product is in original packaging

400

This Salesforce page is the most efficient way to work through your opportunities. 

What is My Open Opportunities? 

400

This KPI is important because our customers need you when you are scheduled to be here. HINT: You only get 3 occurrences in a rolling 30 days. 

What is Attendance? 

400

Give me 2 examples on how you can ask extent of a project.

What all are you needing to replace in your __ room? 

What is left to purchase? 

What all does this reno entail? 

400

If you encounter a fraud call what should you do? 

Add notes to order and fill out risk-fraud service now form. 

500

Name 3 OB plumbing brands

Build essentials, Sig hardware, James martin, Proflo, Miseno

500

If a customer calls in and has an open opp with another rep what should you do if the rep is out? 

Help the customer! :)

500

What is the IDEAL PMG %? 

What is.... None! 

500

Role play 2 ways you can ask about the customers project

Open ended
Closed

500

What do your top 3 opps need to include? 

Closing this week

Correct follow up and close dates

Communication between you and customer

Thorough next step notes. 

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