Sales Optimizer is a sales planning, analysis, and strategy tool designed to help you improve the performance of your business.
Forget report writing and complex data-mining tools. Sales Optimizer is your key to unlocking the critical intelligence hidden in the mountain of sales transactions.
With Sales Optimizer, you can:
- Test your strategies and check the impact of other factors on your product, customer, and sales resources.
- Review your total sales in any two planes of a four-dimensional transaction view.
- Focus attention on your top performers.
- Use “traffic lighting” – an analysis technique designed to quickly highlight good versus poor business performance.
- Use easy-to-follow wizards to load data manually or from an existing data source.
Identify Sales Opportunities
Sort both columns and rows on any displayed view and easily rank top performers from best to worst, or vice versa. With Sales Optimizer, sales opportunities are highlighted instantly – for example, why are we not selling our sixth top-selling product to our top two customers?
Trend Analysis
Use graphs to visually identify trend information on all salespeople, products, and customers. Sales Optimizer allows you to graph any two detailed categories – for example, product brand and contents or customer region and product mix.
Other Key Features
- Imports invoice and order data or both
- Attaches notes to values
- Conducts variance analysis
- Exports instantly to Microsoft Excel
Sales Summary Screen
The Sales Summary screen is the perfect place to start a sales meeting as it provides a two-year snapshot of sales performance. It also monitors total business activity, including customer, product, and sales staff performance.
Critical Sales Analysis
Cross-sell opportunities, order frequency, loyalty, and retention – the Sales Optimizer performance assessment tool instantly provides the critical sales analysis you need. You can analyze questions such as: why are 46 percent of our customers buying less than ten of our products?




