dynaMACS : 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.
 

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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3. 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