Run the team, clear the queue, hit the number
Onboard reps, set beats and targets, and clear one Approval Center across every module.
What it does
- Four-step rep creation with credit and discount limits, beats and targets
- Targets by revenue, collection, outlets, new retailers and focus SKUs
- Unified Approval Center across 10+ approval types with bulk approve and delegation
- Performance from invoices excluding cancellations and returns, with a leaderboard
- Gap analysis and period lock
- One place to onboard, assign and track the whole field team
How it works
- 1Onboard rep
- 2Assign beats and targets
- 3Approve
- 4Track
- 5Analyse
KPIs you will track
- Pending approvals and age
- Target achievement %
- Leaderboard
Who it is for
- Regional managers
- Head office
- Finance
A closer look
Onboard the rep and aim the team
A four-step rep creation sets credit and discount limits, beats and targets in one pass. Targets can be set on revenue, collection, outlets, new retailers and focus SKUs, so what the team is measured on matches what the business needs this period.
One Approval Center for every module
More than ten approval types across the platform land in a single Approval Center, with bulk approve and delegation, so managers clear the queue in one place instead of hunting through screens. Nothing waits because it was raised in a module someone forgot to check.
Measure fairly
Performance is calculated from invoices with cancellations and returns excluded, shown on a leaderboard with gap analysis and a period lock so numbers do not move after the fact.
Frequently asked questions
Can approvals be delegated?
Yes. The unified Approval Center spans 10+ approval types with bulk approve and delegation by date range.
How is performance measured?
From invoices, excluding cancellations and returns, with a leaderboard, gap analysis and period lock.
Ready to run your distribution chain from one platform?
Live walkthrough on Microsoft Teams · Tailored to your distribution model · Works on web, Android and iOS