{"id":22907,"date":"2021-07-30T13:58:44","date_gmt":"2021-07-30T13:58:44","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=22907"},"modified":"2023-11-03T06:23:59","modified_gmt":"2023-11-03T06:23:59","slug":"dashboard-feature-of-sales-commission-module","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2021\/07\/30\/dashboard-feature-of-sales-commission-module\/","title":{"rendered":"Dashboard feature of sales commission module."},"content":{"rendered":"

In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc.<\/p>\n

For any organization, sales play\u2019s an important role in the success of the business. Sales representatives are the ones who generate the revenue for the organization and play a key role in the growth of business in any organization.<\/p>\n

Sage X3 provides various types of representations for displaying records in the forms such as grid, graph, pie charts, etc. using features such as SQL query tool, graphical query tool, statistical parameters, etc. which makes it more responsive for a user environment.<\/p>\n

Sometimes there might be a requirement of displaying data on user login. Sage X3 allows one feature of displaying such data which can be called as landing pages or dashboard. <\/p>\n

Dashboard in sales commission module helps in motivating sales representatives and their teams by providing them visibility and vision on their sales target and on potential commission that they can earn during the defined period and win their trust by building transparency.<\/p>\n

It helps in encouraging the sales representatives to achieve their pending targets. Also, it will help in comparing sales representative\u2019s achievements for more progressive business decisions for a sales manager.<\/p>\n

Sales commission module provides a feature of sales group which allows a particular sales representative to be defined as \u201cSales manager\u201d using the \u201dEmployee type\u201d field and rest others to be its subordinates or just sales representatives during target setup in commission module as shown in below figure.<\/p>\n\n\n

\"Sales
Sales Manager setup<\/figcaption><\/figure>\n\n\n

There can be multiple sales group in which a particular sales rep can be defined as manager for different set of sales representatives. The dashboard will display all the sales representatives for a particular user who is manager with all the records present in the system from all sales group where the user\u2019s employee type is \u201cSales manager\u201d.<\/p>\n

Consider an example where one sales representative is of employee type \u201cSales manager\u201d and have few sales representative under it. When the manager logins to the system, the dashboard shows the manager sum of targets defined, targets achieved and how much the target is pending in its team for particular sales representative which will help in encouraging the sales representatives to earn their potential commission to achieve their pending targets in the particular span of time and will lead to growth in sales of the organization.<\/p>\n\n\n

\"Dashboard\"
Dashboard<\/figcaption><\/figure>\n\n\n\n

The dashboard includes three tabs which represent data records for span of a month, quarter or a year. In the monthly commission tab, the data will be displayed of the month of the current date. In the quarterly commission tab, the data will be displayed of the quarter as per current date falls in it and in yearly commission tab the data will be displayed of the year as per current date.<\/p>\n\n\n\n

About Us<\/strong><\/h2>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.<\/p>\n\n\n\n

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

In Sage X3, commission module provides enhancement of existing commission feature of Sage X3. It helps in overcoming challenges such as accuracy in sales commission calculation, timely payment to sales representatives, track of commissions of sales representatives, etc. For any organization, sales play\u2019s an important role in the success of the business. Sales representatives are\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3162,8],"tags":[3359,3358,3360],"class_list":["post-22907","post","type-post","status-publish","format-standard","hentry","category-greytrix","category-sage-erp-x3","tag-commission","tag-sales-representatives","tag-targets"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22907","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=22907"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22907\/revisions"}],"predecessor-version":[{"id":22918,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/22907\/revisions\/22918"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=22907"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=22907"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=22907"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}