[BR] Sales Goal

Problems:

• Everyone has access to sales goals so they can modify them at will

• They're not a report but more data entry in a separate section

• No way to filter data and export it if needed

• Don't know how it reflects on sales reports of an individual sales goals over time

Solution:

• A data entry point where managers can easily set the sales goal for the team in a yearly/quarterly/monthly/weekly bases and efficiently set and monitor each sales person’s goals and performances.

1. Total Revenue Goal

   1. This is where managers can set the yearly sales goal for the team.

2. Edit Goal

   1. Manager can only set the yearly goal

3. Yearly goal value

   1. This is what the manager had set up.

   2. Based on this number, quarterly, monthly, and weekly goals will be calculated automatically

      1. e.g. if yearly = $1,200,000 then Quarterly would be 1,200,000/4 = $300,000

4. Gross Margin Goal

   1. Where the manager set the gross margin goal

   2. Once this is set, it will apply to everything

      1. Team-level

      2. Individual-level

5. Gross Profit Goal

   1. This number will automatically be calculated with #3 & #4

      1. $1,200,000 * 0.7 = $840,000

6. Quarterly

   1. This section will be auto-calculated based on the yearly sales goal and gross margin goal.

7. Monthly

   1. This section will be auto-calculated based on the yearly sales goal and gross margin goal.

8. Weekly

   1. This section will be auto-calculated based on the yearly sales goal and gross margin goal.

9. Yearly Current

   1. This number is the total sales profit made by the team for that current year.

10. Current Details

    1. Revenue gap: Yearly goal - Yearly current

    2. Yearly projection: (Yearly current divided by the # of working days passed till present) multiply by total number of working days a year.

    3. Last Year: Total sales profit reached by the team last year

    4. Current Gross Profit: Yearly current multiply by gross margin goals

11. Quarterly Current

    1. This number is the total sales profit made by the team for that current quarter

    2. For details, you calculate everything by quarterly.

12. Monthly

    1. This number is the total sales profit made by the team for that current month

    2. For details, you calculate everything by monthly.

13. Weekly

    1. This number is the total sales profit made by the team for that current week

    2. For details, you calculate everything by weekly.

14. Search Sales Person

    1. Searches by sales team member

15. Yearly Goal

    1. With the yearly goal (#1) set up on the top, it will be distributed equally to all the sales people

    2. Yearly goals / total number of sales person

16. Actual

    1. How much sales that person actually made up to date.

17. Difference

    1. Yearly goal (#15) - Actual (#16)

    2. (######) = when yearly goal is higher than actual

    3. ##### = when actual is higher than yearly goal

18. Gross Profit Goal

    1. Gross Profit goal for the individual

    2. Yearly Gross Profit Goal (#5) divided by the number of sales people

19. Actual Gross Profit

    1. How much gross profit the person made

    2. Actual(#16) * gross margin(#4)

20. Sales Person

21. Not Available (n/a)

    1. When the value is missing

22. In-line Editing

    1. Managers can double slick any goal number to edit

23. Unassigned Goal Amount

24. Unassigned Yearly Goal Amount

    1. Yearly Goal #3 - (sum of all #15)

25. Unassigned Yearly Gross Profit Goal

    1. Yearly Gross Profit Goal #5 - (Sum of all #18)

26. Unassigned Monthly Goal Amount

    1. Team Monthly Goal #7 - (sum of all sales person’s monthly goal)

27. Export