Sales objectives and results

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.

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

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

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

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.

Template with formulas:

Open