Page 43 - Information_Kit

Goal Tracking

Set goals, record quotas, track agency performance and see results

Goal Tracking enables an agency to set sales and commissions goals and track them against
actual performance. Set your own goals, or track performance against quotas established by
manufacturers. See how a specific sales rep, manufacturer and/or customer are doing, or combine
into one complete report. You can identify where sales are below quotas to target improvement.

dynaMACS Sample Database
SalesRep / Manufacturer / Customer Report
ColumnSet: Z1 Shipments (S) as of 10/2019
SubTotals: Z1 *JB* Jim Black Year End: 12
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SalesRep Last *** SALES GOAL **** ******* S A L E S ***********
Mfg Customer Name City State Actvy NewAnnual Annual Jan-Oct16 Jan-Dec18 Jan-Dec17
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Lee Jacob Mfg
JB LJM ABBH00- Abbott Health Products Louisville 10/19 ___________ 29,300 25,366 23,840 17,589

JB LJM ACMS00- Acme Sign Company Cincinnati 10/19* ___________ 2,000 1,777

JB LJM ADED00-CI Adel's Dist / Cinci Cincinnati 10/19 ___________ 167,500 166,204 257,311 198,388

JB LJM AIKS00- Aiken Sanding Ashland 10/19 ___________ 23,500 20,389 31,409 23,848

JB LJM ALCE00- Alcon Enterprises, Inc. Owensboro 09/19 ___________ 11,500 11,481 11,960 9,082

JB LJM AMEI00- American Instruments Louisville 10/19 ___________ 76,400 66,400 57,503 43,221

JB LJM AMET00- American Tooling Co Cincinnati 10/19 ___________ 10,600 12,168 11,862 8,985

JB LJM ANTD00- Antenna Development Inc South Bend 09/18< ___________ 234 188

JB LJM CLAH00- Clapp & Haney Brazed Tool Dennison 09/19 ___________ 5,500 4,789 5,682 3,912

JB LJM EASS00- Easylift Systems Inc Maineville 10/19* ___________ 800 711

JB LJM FRAE00- Francis Engineering Inc Fairmont 10/19 ___________ 14,600 12,684 11,922 8,800

JB LJM LIEC00- Liebert Corp Ironton 10/19 ___________ 1,400 1,244 18 12

JB LJM NAIC00- Nail City Bronze CO Wheeling 09/19 ___________ 14,900 12,890 10,933 7,911

JB LJM WEII00- Weiss Industries Inc Mansfield 09/18< ___________ 36 21
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* Total Mfg *LJM* 10/19 358,000 336,103 422,709 321,947
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With easy-to-use worksheets, plan sales and commission goals. The sales rep has space to enter next
year’s goal and can view current year totals, current year to date, last year’s total and last year to date.
Above, Sales Rep Jim Black can set sales goals for all of his customers for Manufacturer Lee Jacob.

A simple 3-step process

1. Prepare annual sales goals. Distribute worksheets to sales reps, who prepare goals for their
specific territories (or input factory quotas). Goals are typically based on previous sales, so
worksheets include 3-years history and space for next year’s goal.

2. Record goals. Enter finalized goals into dynaMACS. Expected commissions are automatically
set, based on the sales goal using the normal commission rate or a rate entered by the operator.
Goals may be modified any time during the year.

3. Monitor performance. Track actual performance compared to sales and/or commission goals
or quotas at any time, using Sales Analysis . A variety of reports can track performance by
manufacturers, sales reps, customers – or any combination. Seasonality adjustments are
automatically applied to these manufacturers Year-To-Date goals where appropriate.

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