Agreements
Agreements are sales performance contracts that track whether customers are meeting defined sales targets. Set goals with bonus tiers, monitor progress, and share performance reports.
What Are Agreements?
Agreements define measurable sales targets:
- Sales targets — Goals for quantity, gross, net, or margin
- Bonus tiers — Different bonus levels based on thresholds reached
- Time periods — Defined start and end dates
- Filtering — Limit to specific brands or product families
Agreements are for performance monitoring—they don't automatically affect order pricing.
Viewing Agreements
Access from Agreements in the menu to see all agreements, or view customer-specific agreements from a customer profile.
| Column | Description |
|---|---|
| Description | Agreement name |
| Period | Start and end dates |
| Metric | What's being tracked (quantity, gross, net, margin) |
| Customers | Number of customers in the agreement |
| Status | Active, upcoming, or expired |
Creating an Agreement
Create agreements through a step-by-step wizard:
Step 1: Setup
| Field | Description |
|---|---|
| Description | Agreement name |
| Metric | Quantity, Gross, Net, or Margin |
| Start/End dates | Agreement validity period |
| Customers | Which customers are included |
| Observations | Notes about the agreement |
Step 2: Bonus Levels
Define tiered bonus thresholds:
| Level | Threshold | Bonus |
|---|---|---|
| Level 1 | €0+ | 5% |
| Level 2 | €5,000+ | 8% |
| Level 3 | €10,000+ | 12% |
The progress bar shows which level has been achieved and proximity to the next tier.
Step 3: Options
Filter which sales count toward the agreement:
| Option | Description |
|---|---|
| Brands | Include or exclude specific brands |
| Brand families | Product family groupings |
| Wholesaler branches | Sales from specific locations |
Step 4: Notifications
Configure email digest delivery:
| Setting | Description |
|---|---|
| Recipients | Email addresses to notify |
| Interval | Daily, weekly, monthly, or quarterly |
Step 5: Review
Confirm all settings and save the agreement.
Tracking Performance
Agreement Dashboard
Each agreement shows:
- Turnover — Actual sales during the period
- Forecast — Projected sales based on elapsed time
- Current level — Which bonus tier has been reached
- Progress bar — Visual representation against targets
Performance Indicators
| Indicator | Meaning |
|---|---|
| 👍 Thumbs up | Actual sales meet or exceed forecast |
| 👎 Thumbs down | Actual sales below forecast |
Sharing Performance
Share agreement performance via email:
| Action | Description |
|---|---|
| Preview | See how the digest email will look |
| Send | Manually send to configured recipients |
| Schedule | Automatic delivery at set intervals |
Customer View
Agreements also appear on customer profiles under the Agreements tab. This shows all agreements that include that customer, with their individual performance.