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.
- 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.