The Knowledge Xfer, Issue 8: Sales Targets

Hey there,

In last week's issue of the Knowledge Xfer we showed you how you can use Custom Locations to track where your inventory is stored and use the Geo-locate Map feature to view where they are. If you missed it, we encourage you to check it out!

This week we're going to look at some tools that will help Admin users to manage your sales. Depending on the systems you've used in the past, often you will be left tracking commissions to be paid manually. Well, ConnectSx is here to help. In the User detail screen you can set a commission rate for each Sales or Distributor user. Then you can pull a report showing the commissions that need to be paid out for a given period.

Additionally, we've included a new feature that allows you to set and track sales targets in your account. Also in the User detail screen, you can set up a sales target for each user by quarter - check it out!

All the best,
Brendan Sweeney

Customer Success

Check out the Knowledge Xfer Archive for more!