Goal
Tracking
Set goals, track agency performance and see results
Goal Tracking
enables an agency to set sales and commission goals and track them against actual
performance.
Set your own agency goals, or track performance against quotas established by
manufacturers.
See how a specific sales rep, manufacturer and/or customer is doing, or combine into
one comprehensive report.
You can also identify where actual sales are below quotas, and
target those areas for improvement.
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Goal Tracking |
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Set Goals, track agency
performance and see results |
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Monitor actual performance against
agency-established goals or manufacturer quotas
Three simple steps keep you on
track to success:
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Goal Tracking |
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Customer Viewer |
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Graph data into
information
Sample graph screen generated from
the previous screen shows Sales performance for all sales reps comparing
Year-to-Date Actual Sales vs. Goals.
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Goal Tracking |
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Goals Worksheet |
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Allows sales reps to easily set
goals by Manufacturer / Customer or numerous other methods available.
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Shows Current Year-to-Date, Last
Year Total and Previous Year Total sales.
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This sample is in descending
sequence of Current Year-to-Date sales.
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Goal Tracking |
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Sample Report |
1. The report compares the actual sales & commission
performance to goals for every manufacturer in sales rep
Jim Black's territory.
2. As a
whole, Jim Black's territory is performing
29% ahead of his goal, with
sales of $988,589, versus
his goal of $767,167.
3. For
commissions, his territory is 21%,
or $8,404 ahead of goal.
(Note:
Notice that sales are 29% ahead of goal, while commissions are only 21%
ahead of goal. This suggests that Jim Black is selling more items that
carry a lower commission rate.)
4. Sales
and commission are up for every manufacturer, except H.F. Krause, which is
3%, or $3,187 below the
goal. |
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Shows:
Sales and commission goals
vs. actuals, sorted by sales rep and manufacturers
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Tracking goals is a simple 3-step process:
- Prepare annual sales goals. Print and distribute worksheets to sales
reps, who prepare goals for their individual territories (or, input factory quotas). Since
goals are traditionally based on previous year's sales, worksheets include three years of
sales history and space to enter next year's goal.
- Record goals. Finalized goals are entered 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.
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- Monitor performance. Track actual performance compared to sales and/or commission goals or quotas at any time, using
Sales Analysis reports. A variety of reports
are available to track performance by manufacturers, sales reps, customers, or any
combination.
Examples of the ways your agency can set and track goals:
- By all manufacturers represented by the agency
- By manufacturers within a sales rep's territory
- By customer, for each manufacturer within a sales rep's territory
© MACS Software Contact:
sales@dynamacs.com / (800) 321-1788
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