Dashboard :

The target analysis module provides a comprehensive dashboard that displays the target and achievement percentage at different levels. The target integration is done through Excel, using two types of integration processes: one through the Genesis database, and the other through external Excel.

The user must provide the target data points at the level they want to maintain, such as customer or product level. The dashboard shows how B2B customers are performing, which ones are achieving the target percentage, and color masking guides users to identify growth or de-growth in achievement percentage for a particular customer.

Open

 Go to --> Target --> Dashboard

Performance :

From this sub module user can get a clear cut overview regarding the target wise performance and identify the Best and Worst performers considering the target achievement % .

Go to --> Target --> Performance

Details Report :

Details reports are available at the YTD, QTD, and MTD levels, with options to select dimensions and the amount format. The Target Performance Analysis provides two ways of measuring B2B customer performance:

•  Standard Vs Custom

In the standard approach, assuming a fixed 80% achievement percentage, color masking guides users to identify the best and worst performing Customer.

In the custom approach, users input their preferred achievement percentage, and the best and worst performers are identified accordingly. This module provides users with a flexible and detailed view of how their Customer are performing, allowing for data-driven decision-making.

Open

Go to --> Target --> Details Report