Sales and Marketing
Targets, Forecasting and Performance
Set the number, watch the pace, reward the result. Targets are set by salesperson and period, achievement is measured against them, and the forecast shows whether the quarter will be met while there is time to act. Dashboards and a report builder give management the picture.
In detail
See it working
Screens from CloudSon, shown with demonstration data.
Forecast and pace
See whether the period will be met while there is still time to act.
The problem
What goes wrong without it
- Targets set at the start of the year and forgotten.
- Forecasts built in a spreadsheet and out of date by the next meeting.
- No fair way to compare executives.
The result
What changes with CloudSon
- A live view of target against achievement.
- Forecasts that move with the bookings.
- Fair, evidence-based performance reviews.
Key features
What it does, in detail
What the labels mean:Available built and working in the productExpanding the core is built and more is being addedOn the roadmap coming next
- Available
Sales Target Management
Targets by salesperson and period, with target against achievement, contribution and incentives.
- Available
Sales Forecasting
Forecast and probability, forecast and pace, and pickup analysis against the rooms booked.
- Available
Sales Performance Reports
A sales executive dashboard, contribution reports and a report builder for any question.
Workflow
How the work flows
The path a piece of work takes through this part of CloudSon.
- 1
Set
Targets are allocated to each executive.
- 2
Measure
Achievement is measured from real bookings.
- 3
Forecast
Pace and pickup show where the period will end.
- 4
Review
Management reviews and adjusts.
See Targets, Forecasting and Performance in a personalised demo
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