Brief - Create Salesperson budgets using Store Budget, Rostered / Worked hours and a weighting factor according to the salesperson's role.
As part of a client's expansion of the store portal, they wanted to provide sales goals for their salespersons and a means to measure their accountability fairly for their sales as a contribution to the store sales budgets.
Acknowledging that a Salesperson's role impacts their relative contribution per hour worked to the overall Store Sales.
Some factors regarding sales contribution per hour worked may include:
- Managers spend more time off the floor
- Full Timers work during both peak and quiet times
- Casuals and Part Timers are usually more focused on sales and work more often during the peak hours
- Salespeople's role varied with some more sales and client focused
Prerequisites included:
- Integration with the client's Time and Attendance (T&A) system
- Clearly defined and well maintained Salesperson's roles extracted from the T&A system
- Data integrity of the Rostered Hours used for a future forecast and Worked Hours used for historical measure.
- Upload of a weighting attribute to be used against the salesperson's role
Outcome:
- New calculations of a weighted (or rostered) hours worked
- New Salesperson budget that rolls up to total the Store Sales Budget taking into account:
- a standard weighting for each salesperson's role
- their rostered hours for current week calculations
- their actual hours worked for historical week calculations