Business & Governance S20
Sales Management
Tracks sales performance: schedule adherence, revenue, profit ratios and loss analysis by department and unit.
Customer schedule versus delivery, sales loss and monthly profit ratio
Sales Management measures the commercial side of the operation against the same customer schedule the plant plans to. Dispatch is tracked against what was promised, sales losses are recorded rather than absorbed, and revenue, profit ratio and customer performance are reported by department, unit and customer.
What this module does
The module tracks sales performance: schedule adherence, revenue, profit ratios and loss analysis by department and unit.
Customer orders and schedules are held in the module, and the dispatch versus schedule tracker compares what was sent against what was committed. Sales loss analysis records where volume was lost. The monthly revenue dashboard, profit ratio by department and unit-wise sales analysis break performance down the way the business is run, customer-wise performance shows it by account, and sales trend reports show the direction over time.
Highlights
- Sales tracking
- Revenue versus target
- Customer profitability analysis
Included with every Optimo360 module
- Role-based access control
- Email and SMS notifications
- Report export to PDF and Excel
- Audit trail
Related modules
- Production Planning & Management — plans against the same customer schedule
- RFQ Management — produces the quotations that become orders
- Traceability & Inventory Management — confirms what was dispatched
- Management Review — reports sales performance alongside other departments
Compare one month of dispatches against the customer schedule you committed to. Request a demo.
Inside the module
Features that follow the work from input to evidence.
Customer Order & Schedule
Holds customer orders and their delivery schedules.
Dispatch vs Schedule Tracker
Compares dispatches against the customer schedule.
Sales Loss Analysis
Records and analyses sales losses.
Monthly Revenue Dashboard
Shows revenue for the month.
Profit Ratio by Department
Reports profit ratio by department.
Unit-wise Sales Analysis
Reports sales analysis by unit.
Customer-wise Performance
Reports performance by customer.
Sales Trend Reports
Reports sales trends over time.
A practical first step
See this module against your own process.
Bring one workflow, one recurring exception and the evidence your team currently rebuilds by hand.
Request a demo
