Customer Profile
Agreements
View customer performance against sales targets.
The Agreements tab shows all sales performance agreements that include this customer. Track progress toward bonus tiers and see how the customer is performing against their targets.
Quick Overview: See this customer's agreements with sales targets and bonus levels. The dashboard widget shows progress at a glance; the tab shows full details.
Dashboard Widget
The customer dashboard shows an Agreements widget with:
- Agreement name and period
- Turnover — Actual sales during the period
- Forecast — Projected based on elapsed time
- Performance indicator — Thumbs up/down showing if actual meets forecast
Click the widget to view full details.
Agreements Tab
View all agreements for this customer:
| Element | Description |
|---|---|
| Progress bar | Sales against bonus tiers |
| Current level | Which bonus tier has been reached |
| Turnover vs Forecast | Actual vs projected performance |
Tip: Check agreements before a sales call. If a customer is close to their next bonus tier, you can motivate them to place a larger order to reach it.
Bonus Tiers
Each agreement has tiered bonuses based on sales thresholds:
| Level | Example Threshold | Bonus |
|---|---|---|
| Level 1 | €0+ | 5% |
| Level 2 | €5,000+ | 8% |
| Level 3 | €10,000+ | 12% |
The progress bar shows achievement and proximity to the next tier.