Sales objectives and results
Manage the sales objectives of your entire team and have the possibility to analyze as much by branch, by point of sale as by seller according to the periods you want.
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Quotation information
When creating the quote, select the seller, the stage of sale and the point of sale so that you can influence the results of the objectives.
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Branch results
You can define the period to analyze and display the results of your branch.
The year of analysis and the previous two years are displayed for quick comparison.
See the details related to your branch.
Objectives by branch
Results by branch
Difference between your goal and your result
Sales closing rate
Average amount tendered
Current, won and lost bids by point of sale
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Point of sales results
Select the store you want to analyze. Several pieces of information are adjusted to give you more detail.
Objectives by point of sale
Results by point of sale
Difference between your goal and your result
Sales closing rate
Average amount tendered
Current, won and lost submissions per employee linked to this branch
An abridged version of the objectives and results per employee
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Employee results
Be even more specific and specific per employee to help them progress in their sales.
Analyze their efforts and the status of the various files in the selected period.
Objectives per employee
Results by employee
Difference between their objective and their result
Sales closing rate
Average amount tendered
All customers connected to this employee at this point of sale
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Configuration of objectives
You define the sales objectives by an employee, by point of sale and by branch using the template and the import integrated therein.
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Template with formulas:
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