TradePartnersTM is a revolutionary Sales Performance Management Software having various dashboard reports.
Projected Journey Plan (PJP)
Sales person can make their respective PJPs in advance/same day/on the go. On meeting repsective dealers they can put point discussed. Respective reporting head(s) can see all the activities of team and can put comments to get the answers.
Tour Plan (TP)
Sales persons can make their respective tour plans in advance for getting tour approval form respective reporting head(s). On meeting repsective dealers they can put point discussed. Respective reporting head(s) can see all the activities of team and can put comments to get the answers.
In-house
Sales persons can register calls made to dealers (points discussed with respective dealers) from office/house. Respective reporting head(s) can see all the activities of team and can put comments to get the answers.
Reports (PJP/TP/In-house)
Reports can be downloaded in excel.
TGT vs ACH
Sales Executives can see their real-time targets vs achievements, individual product-wise quantity and value sell-out done.
Live-stock for billing
Sales Executives can see the livestock for billing on the go.
Sales Order
Sales Executives can create sales orders on the go, and the same will reflect on the main system on real-time basis for the concerned Reporting Manager and the Accounts Manager to check and approve the order for billing.
Amount Receivable
The amount receivable of the direct billing partners can be seen by the Sales Executives on a real-time basis.
Dashboard Report
Various dashboard reports are available for high officials as per their specific requirements and choices.
Status with T2 & T3
Daily secondary sales done by the respective T2s can be captured on real-time basis. (e.g. Name of the T3, Item and quantity) Further daily tertiary sales done by respective T3s can also be captured along with the product's serial number.
Sales Executive Menu
Create Projected Journey Plan
List Projected Journey Plan and Start Journey
Login screen for all users
Manager Menu
Employee list reporting to the manager
Map view of employee Visit available to manager
Manager view/approve PJP
Manager view report for each visit in list
Manager view report for each visit in graph