SALES Tracker
your tracking partner
Do you operate a SALES team? Do you manage multiple distributors, products, and product lines?
Then pen and paper won't be enough to keep tracking on your business and get the right level of intelligence.
THE GOAL
The system is designed to support management decisions for B2C distributors, dealers, or suppliers maintain an active sales team with multiple product lines.
The system intent to deliver the following metrics:
Up to date Order levels in the current and previous season YTD at financial and SKU Volume level.
Grouping all order data by product lines and/or by product name.
Track intermediary approvals status if business is not direct
Measure SALES team performance against Yearly targets
Compare Seasonal Sales Representatives Forecast against previous season performance.
Support your sales team tracking their own sales status
Track your company sales performance by product line and season
Track sales performance by your sales representative for each of your product line against your annual target
Support your sales team tracking their own sales status
The Foundation
is defined on 2 well separated platforms which are integrated with intermediary automations to ensure seamless dataflows and unique set of values in reports.
Through the Microsoft foundation we can offer a best in class user authentication and role management.
SALES Tracker Data Structure
Contains the following core tables groups and relations. The tables and column structures are optimized for the company request
Foundational Databases:
Currencies​
Geographies
Legal contexts
Product Categories
​Functional Database for Members
Productlists and Pricing tables​
Sales team
Distributors
Commisions
Working lists for SALES​
Accounts​
Orders
Forecast
Archive​
The User Interface
The UI is defined in PowerApp for iPad screens. Could be used from iOS Android app store through the dedicated PowerApps app, or at the web by the link provided to the users. The look of the UI could be adjusted by the branding guideline of the purchasing company.
The system has a backside user authentication by the Microsoft account, which get verified evry time the system is opened by the user. All data is queried to the user access in terms of Accounts Account details.
The UI has the following main pages defined for the users:
UI Architecture:
Left panel is functional area for start new processes, top area is main navigation buttons – back refresh, home. Color splits the customer facing and internal functions
Top right area is the administrative working area. Search option, Cancel and Save work.
Right mid and bottom area is the main working area, where the lists and forms will load data could be selected, or loaded.
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SALES Tracker Automations
Ensure that the data flow seamlessly from the User Interface tools to the Databases. Ensure the required administrative paperwork is generated, as order forms in PDF, internal and external approvals are gathered. Manage data retention, for old items. Also manage price updates and product activations. Announce changes, send alerts for product removals or price updates.