SALES

Hit every quota.

Set targets, track pace, and reward customers — all in one place. Sales Goals, Forecast, and Agreements built for parts distribution.

Sales performance dashboard preview: team goal vs target, 12-month sales bar chart with margin overlay, day-average forecast tile, top performers leaderboard, and an active customer agreement with bonus tiers.

Numbers that lead the team.

Targets cascade from manufacturer to rep. Forecast updates in real time. Bonuses trigger themselves.

Targets that cascade.

Set quotas at the team or rep level. WiseParts breaks them into intervals, distributes them proportionally, and tracks every period against actual and forecast.

Team Goals Team 1 · Annual
€0 112.9%
from €450,000 target
Goal
By rep · current period% of target
VJVictor Jones
84%
WXWendy Xavier
68%
KTKevin Taylor
51%

Forecast on autopilot.

Live pace projection, monthly or yearly. Day-average view shows whether the team is tracking ahead, on plan, or behind — before the period closes.

Sales ForecastMonthlyYearly
Day Avg. -8.4%
€0from €58,400 planned
Actual pace PlanBehind pace

Bonus tiers that motivate.

Customer agreements with tiered thresholds. Email digests fire on schedule. Each level lights up the moment revenue clears the next gate.

Bonus agreementExpress Auto Parts
€0Net sales to date
Level 2 · 8%
€5k · 8%€10k · 12%€15k · 15%
Invoiced
€11,420
Forecast
€18,200
Performance digestMonthly · 1st at 09:00
Scheduled

Every rep, every metric.

Per-rep ranking by net, gross, quantity, or margin. Filter by brand, branch, or interval. Spot the leaders, support the laggards.

Team performance · 30 days Brand · Bosch
1Victor Jones€41,861 Ahead
2Wendy Xavier€36,842 On plan
3Kevin Taylor€28,920 On plan
4Sara Lima€18,400 Behind
Team net
€126,023MTD

Goals hierarchy

Manufacturer → Wholesaler → Team → Rep. Targets flow down with proportional or equal distribution.

Time-based intervals

Break annual goals into monthly, weekly, or custom periods. Course-correct mid-year, not in December.

Forecast vs current

Toggle between achieved sales and projected end-of-period. Day-average pace, end-of-month view.

Tiered bonus levels

Define Level 1 / 2 / 3 thresholds. Track turnover, forecast, and current bonus level on every customer.

Brand & branch scoping

Limit goals or agreements to specific brands, brand families, or wholesaler branches. Only the right sales count.

Performance digests

Preview, send, or schedule email digests of agreement performance. Daily, weekly, monthly, or quarterly.

NextProspecting Discover, qualify, and convert leads

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