Bookshelf Home | Contents | Index | PDF | ![]() ![]() |
Siebel Dealer Administration Guide > Managing Sales (Dealer) > Process of Creating and Using Sales Steps (Dealer) > Creating Sales Step Goals (Dealer)Dealers can calculate sales step goals for sales consultants, based on the monthly forecast. The monthly forecast projects total sales for the sales consultant for this period. The sales step goals use this forecast as the basis of a daily work plan, which gives the sales consultant a detailed list of sales steps that she wants to accomplish each day. NOTE: Before you calculate sales step goals, you must create the monthly forecast, as described in Process of Creating the Monthly Forecast (Dealer). The sales managers create sales step goals for their sales teams at the beginning of each period. It is usually the beginning of each month, but you might use different periods. To create sales step goals for your sales team
|
![]() ![]() |
Siebel Dealer Administration Guide | Copyright © 2018, Oracle and/or its affiliates. All rights reserved. Legal Notices. | |