Cascading goals

The Smart Planning software module works autonomously or integrated as part of the Optimum SFA system. The module implements a comprehensive functionality for managing sales goals with cascading from the top management level to a sales representative or a sales outlet.

Key features

  • Sales goal setting management.
  • Cascading from senior management to sales representative or point of sale.
  • Automatic goal assignment based on information about previous sales.
  • Application of correction factors.
  • Complex hierarchy (6 levels by default).
  • Formation of plans for the number (visits, orders, goods), weight, money and other indicators.

Related software

Optimum SmartTrading (Sales Force Automation)
Digital transformation of business processes, carried out by CDC Group specialists, helped DIXY expand sales channels, increase the productivity of sales representatives and supervisors, freight forwarders, control revenue and issue checks for each mobile checkout online, and increase customer satisfaction DIXY Group.
E. N. Kizilov, Head of GT DIXY
Продукты Cascading goals Продукты Cascading goals

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