Sales Expectation Module (Goals)
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This article aims to explain the concept of Sales Expectations in Demander and how to register them.
- Can I use Sales Expectations without integration?
- Is it possible to import via Excel?
- Video showing how to register Sales Expectations
Sales Expectation Concept
Section titled “Sales Expectation Concept”Sales Expectations are used so that the company can monitor the evolution of sales in an organized and strategic way. They can be applied at different levels, such as:
- Expectation for value
- Expectation by product
- Expectation per customer
- Expectation by seller
How to set Sales Expectations
To correctly use Sales Expectations, it is necessary to register: Perspective, Levels and Value.
These three elements work together to structure goals and performance monitoring within the system.
To understand how to configure each of the steps, access the related articles:
Can I use Sales Expectations without integration?
Yes, it is possible to use Sales Expectations without integration. However, we recommend using it via integration, as this way the data remains more faithful to reality and facilitates automatic updating in Demander in case of changes.
Is it possible to import via Excel?
Yes! Sales Expectations are compatible with import via Excel spreadsheet, however this import only refers to the registration of expectation values.
Before carrying out the import, it is necessary that the Perspectives and Expectation Levels have already been created. In the article about Sales Expectation Values, you will find detailed instructions on how to carry out this import process.
Video showing how to register Sales Expectations