Sales teams always like to see “the score.”
In other words, how I am doing against my objectives or targets. This is why many of our Right90 customers load “target” data in Right90, so they can more easily keep track of their forecast compared to objectives for the year. Targets can be loaded at whatever level of detail is available and whatever makes the most sense for your organization.
For example, you can load the data by person, by product or by region. However, if your targets are only available by product, Right90 is flexible enough to allow you to omit the rest of the information and load only the targets by product.
Once you load your targets, you can compare them to your forecast based on the lowest common denominator between the two sets of data. Comparisons between the forecast and targets can be viewed in the following three helpful ways:
- On the Right90 forecast screen as a reference point when you’re entering your forecast
An interactive user interface allows you to capture data to address your targets.
- Within the Right90 Change Analytics™ screen to get a graphical view of how the forecast is changing over time against the targets
Right90 Changes Analytics displays a stock chart inspired view of your forecast changes.
- Finally, on the Right90 Analyze tab for a high level snapshot comparisons where you can readily view details like the percent difference between the two data sets.
Compare your data sets for a detailed view of your sales forecast.
Including targets in Right90 is simple and it adds valuable insight for all your Right90 forecasters!
Tags: best practices, features, sales forecasting, spotlight, targets