3 - Sales Expectation Value

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This article aims to explain what Sales Expectation Values are and how to register them in Demander.

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What are Sales Expectation Values

Sales Expectation Values represent the goal itself that the seller must meet — and can be defined by value and/or quantity. This is where it is determined who or what the expectation is related to, such as seller, product, brand, branch, among others.

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How to register them

To register a Sales Expectation Value, you must have previously created:

• The Perspective of Sales Expectations;
• The Sales Expectation Perspective Levels.

At this stage, the Sales Expectation is effectively created, as it is where the values ​​and goals are defined.

Registration offers several configuration possibilities. Below are the main fields available — fill in the mandatory ones (marked with *) and the others as needed to personalize your goals.

Path:

Registrations → Sales Expectations → Value

Main fields:

• Sales Expectation Perspective* → Select the previously created Perspective.
• Start Date* → Goal start date.
• End Date* → End date of the goal.
• Sales Expectation Value* → Goal value in reais (R$).
• Seller* → Select the seller to whom the Sales Expectation will be assigned.

Other available fields:

• Sales Expectation Quantity → Sets a target based on quantity.
• Net Weight of Sales Expectation → Defines the target for net weight sold.
• Gross Weight of Sales Expectation → Defines the target for gross weight sold.
• Branch → Allows you to create Sales Expectations per branch.
• Product Group → Defines the goal based on a group of products.
• Brand → Creates specific Sales Expectations for a brand.
• Product → Sets the goal for a specific product.
• State → Create Sales Expectations by state.
• City → Create Sales Expectations by city.
• Customer → Defines specific Sales Expectations per customer.
• Business days of the target period → Defines the business days that the Sales Expectation considers

💡 Example: The seller expects to sell R$5,000.00 of the “Catchup Sache” product in the state of RS. Another possibility would be to remove the product and state and insert just one brand, making the goal: “The seller expects to sell R$5,000.00 of a certain brand.”

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🔗 Integration

To import goal values via integration, access the article below: ➡️ Integration Layout: Table 62 - Sales Expectation - Value

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Registration via Excel

It is also possible to register the values of Sales Expectations by importing them via an Excel spreadsheet. Important: Perspectives and Perspective Levels must be previously registered — import via Excel is intended only for registering values.

Step by step:

• In Demander Web, go to Import → Expectations.

• If this is your first registration, download the model spreadsheet available in the system.

• Don’t change the spreadsheet layout — keep the columns, first and second rows exactly as they are. Fill in only the necessary fields with the desired information.

• After finishing, import the file in the indicated field.

The values will be automatically added to the Sales Expectation → Demander Value screen.

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🎥 Explanatory video