Performance Management

Goals Management

The solution allows defining objectives and setting sales targets for a specific user or team with a particular time period to track the progress against goals.

Target Achievement

The solution allows for setting targets based on various KPIs, and then visualize how far it is to achieve the company's objectives. It is possible to set company-wide sales targets, team targets, or based on individual sales representatives.

Sales Campaigns

The solution enables creating targeted sales campaigns of various types like email, telephonic, referrals, advertisement, webinars, social media, etc. It also allows for analyzing the effectiveness of the campaign using reports and campaign statistics.

Sales Forecasting

The solution offers a real-time comparative view of assigned sales targets, achieved revenue, and revenue forecast. It provides insights into sales performance through data drill-down and filtering by the sales representative, team, product, territory, or organization. The revenue forecast for future sales is offered in best-case, likely, and worst-case scenarios based on the different stages of the pipeline's opportunities.