Cascading goals

The Smart Planning software module works autonomously or integrated as part of the Optimum Optimum Smart Trading system (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 management.
• Cascading from the top management level to a sales representative or point of sale.
• Automatic goal setting based on information about previous sales.
• Application of correction factors.
• Complex hierarchy (default 6 levels).
• Formation of plans for the number (visits, orders, goods), weight, money and other indicators.
• Work in stand-alone mode or as part of Optimum Smart Trading system.