Client is a distributor of machines and equipment to the global market. Client has a regional sales team who will provide quotations to enquiries from around the world.
With the COVID situation always changing and impacting the world economy, management is looking at how to measure and improve salesperson performance through simple insight to the sales quotation to order process.
Business Challenges
Sometimes, same customer may request same quote from different salesperson. This results in duplicated sales quotation amount being recorded which gives false impression to management that sales enquiries are doing well.
Salesperson may not follow up on quotation made because they have forgotten about it or other reasons.
Management do not know in detail how many quotations are won and converted to orders and the country breakdown during the sales process
Expectations and Objectives
To implement a dashboard for SAP Business One to display sales information in a easy to understand format.
To track % of sales quotation converted to sales order
To track salespeople performance
To identify duplicated sales quotation from different salesperson
Results
Management is able to identify and remove duplicated sales quotation and assign specific salesperson to follow up
Management is able to see which country provides best conversion rates and allocate more marketing to it
Management is able to track salesperson performance through time on their SQ to SO conversion and also to check on their followups