Sales Management imports the sales forecast from Finance. Automatically sync data to a workbook. Quickly collect data and ensure accuracy.
Link sales numbers to individual compensation letters. Numbers, narrative and charts update automatically each period.
Sales Managers customize each letter and certify the letter is ready for distribution. Multiple users can collaborate on the same document at the same time.
Send certifications to sales team. Sales reps receive an email notifying them of the requested document certification. Detailed permissions allow sales to see only their compensation plan. Reps can certify via desktop or mobile device.
Track the status of certifications. Instantly see how many are complete or outstanding. Set automatic reminders to the sales team to automate the process.