Do you have annual sales targets for each customer? Would you like to record your planned sales for each customer and measure the difference between planned and actual sales?
With the "Annual sales target by customer" app, define your company's sales targets on a customer-by-customer basis.
Enter your targets, compare the expected value of your sales with each customer's actual billings, and export your data.
Installing the app allows you to :
- Enter an annual sales target on a third party's file
- Display annual sales based on invoices on a third party's file
- Find a percentage representing the target achieved for this third party on its form based on these 2 data (actual sales/estimated sales).
- Extract all this data in xls or csv format, in the export type: contacts and companies
1. Enter estimated billing amount
- Go to your customer's contact or company details
- Enter the expected sales for the year in the "annual billing" field.
- Register
2. Calculation and comparison with actual
All new invoices issued with a status other than draft, i.e. other than "invoices to be issued", are taken into account when calculating third-party sales.
This is displayed in the "annual billing" field:
- The amount actually billed
- Percentage of target achieved.
3. Data export
In the contact export, accessible from the export center, this app adds 3 new columns
- Annual billing - this year's objective
- Annual billing - completed this year
- Annual billing - achieved this year in %.
Contact data export in excel or csv format
