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Sales plan

Set up a sales plan

For each employee, the manager can draw up a sales plan in the directory "Employees" .

First, you need to select the right person from above, and then you can compose at the bottom "Sales plan" on the same tab.

The sales plan is set for a certain period of time. Most often - for a month. Different employees may have a different sales plan depending on their experience and salary .

Analysis of the implementation of the sales plan

To see how each employee manages to fulfill his plan, you can use the report "Sales plan" .

It is important to generate a report for the period that coincides with the planning period. For example, let's look at how employees fulfill their sales plan for the month of February.

1. The first worker has a green scale, which means the plan has already been completed. In this case, the plan was even overfulfilled by 233%.

2. And the second worker is still a little short of fulfilling the plan, so his performance scale is red.

This is how the ' KPI ' of each employee is calculated. ' KPIs ' are key performance indicators.

Evaluate employee performance without a sales plan

If your employees don't have a sales plan, you can still evaluate their performance by comparing them to each other .

You can even compare each employee with the best employee in the organization .

See below for other helpful topics:

• Salary
• Staff
• Sellers Comparison
• Comparison of employees with the best employee of the organization
• To the begining

• Download the program with interactive training