Sales Budgeting (Quotas & Goals) – Basic Series  

A very functional template for assigning and allocating the budget or the sales objectives among sales persons, areas or subsidiaries.

Extremely useful and easy to use

It is really uncomplicated; different steps are very clear and well explained.

Six different assignment options, so you can make multiple combinations.

Up to 20 areas, subsidiaries or sales persons (possible to be increased).

Automatically assigns budgets to different areas, quotas and months.

Convenient presentation and visually improved, both on screen and printed.

Contents

Professional Spreadsheet: 3 linked spreadsheets.

·          Configuration.

·          Data from previous year: Automatic calculation of quotas.

·          Assignment by total amount: You fill in with a figure and it automatically allocates the budget.

·          Assignment by % increase: You indicate a % increase on the previous year and it automatically calculates figures for areas and months.

·          Assignment by total Budget: You fill in total sales budget and it allocates it automatically by area and month.

·          Allocation by amount and monthly global quota. You indicate total amount and global % for each month and it automatically calculates the budget.

·          Allocation by amount and annual area quota. You fill in total amount and quota for each area, subsidiary or sales person and it automatically generates the budget.

·          Allocation by amount, annual area quota and monthly area quota.

Recommendations

Specially recommended for:

Companies with multiple areas, sales people or subsidiaries, that need to distribute quotas, objectives or sales amounts, or simply wish to make forecasts.

Not recommended for:

Small companies without sales people or which do not need to divide sales objectives.

Differences to other Sales Plans on our website

The aim of this sheet is to allocate a budget among a sales network, in a very useful and automatic way.

Warranty 

If, for whatever reason, you are not entirely satisfied with your purchase, choose another spreadsheet from our website and we will send it to you, totally free…

(the price of the spreadsheet(s) you choose should not exceed the amount already paid: Kindly read the detailed terms of warranty on the website)

Invoking the warranty is quick and easy: Simply send an email to totalwarranty@e.ditor.com stating the invoice number, purchase date and the product(s) you want and we will send them at once.

Please note

About this product and all other templates and systems in general distributed by e.ditor:

A template is a structure designed to aid the creation of plans and calculations. It is not a Plan in and of itself nor shall the results or calculation method be considered apt for all countries and circumstances. It is the user himself who must correctly include the data and contents appropriate to his plan and have technical knowledge and the information to do it. When purchasing a template distributed by e.ditor, you are only paying for the time and knowledge that the author has invested in the creation of the template and is provided without any right to consulting or assistance for the development of the Plan, nor for the adaptation of the template to the specific requirements of the user or to the legislation of the country. These services are available on our website with an additional previous payment and may be requested by e-mail at clientservice@e.ditor.com. The general terms of sale and use are detailed on the website (available from any page of the website) and are accepted by the user before the purchase.