4.10 Sales and Site Goals (Budgeting and Forecasting)

Owned by Former user (Deleted)
Last updated: 2023-11-16 by Former user (Deleted)
1 min read

Feature Summary:

The general feature is called Forecasts and it has two record types assigned to it: Site and Sales Goals.

Here's a summary of the feature:

  • Version 2.100 introduces Site Goals

  • Version 2.105 comes with Full multi-currency support and new KPI values

 

With the Forecasts (Sales/Site Goals) you can plan and track Sales goals per representative (for bonus calculation or forecast revenue) or enter Site Goals to plan a budget per site irrespective of the sales representative.

This feature allows you to:

  1. Compare these planned values to the real accrued revenue.

  2. Split this attained revenue among media campaign team members for commission calculations.

  3. Filter by period, site, media, and publication date as needed to match the revenue against your forecasts(sales goals).

Please ensure your administrator has set up Forecasts (Sales/Site Goals) before using this feature.