See the market beforethe spreadsheet arrives.
Sales, orders, productivity, attendance, targets and stock, from national level down to one rep and one SKU.
Seven families of reports
Sales
By region, area, territory, town, distributor, customer, rep, channel, category and SKU.
Orders
Booked against delivered, cancellations and returns.
Productivity
Visits planned and made, productive calls, SKUs per call, time in the market.
Attendance
Daily, monthly and summary views for field and office.
Target achievement
Value, pieces and cartons against target, by person and by product.
Stock positions
Company and distributor stock, movements, and month opening and closing.
Dynamic dashboards
Pick the geography, the months and the measures. The dashboard redraws.
A scorecard for every manager
Your part of the hierarchy
Each manager sees their own node and everything beneath it, never sideways or up.
Pace to close the month
Sales against target, the run rate needed, and the team ranked.
What needs attention today
A short list of exceptions, from a rep behind pace to a distributor with stock building up.
Your cycle, your filters, your file
Run any report for your own sales cycle, filter by geography, product and channel, and download to Excel.
Want the report explained, or want to ask it a question?
Questions about reports
Can a manager see other regions?+
No. Managers see their own part of the hierarchy and below.
Can reports be downloaded?+
Yes, to Excel and CSV.
How current is the data?+
Reports show what has been uploaded from the field. Offline work appears when the phone next connects.
Can we connect our own BI tool?+
Yes. Targets provides a connection to its data warehouse for Power BI and other tools.
What counts as a sale in the reports?+
Delivered orders, less confirmed returns.