Managing Sales Plan

This feature is available after applying for WORKS Finance.

You can establish a sales plan by salesperson/vendor/item on a monthly basis and check the sales performance compared to the sales plan.

Register Sales Plan

Based on the sales management standards of the company, you can register and manage sales plans by salesperson (by sales group), vendor, and item In addition, you can search and view the registered sales plan by condition, as well as download the sales plan list as an Excel file.

The Register Sales Plan screen is laid out as follows.

Area Description
① Search Window Search by business place, year and month of the plan, and employee name conditions
② Add Establish a new sales plan (Refer to Add Sales Plan)
③ Delete Delete the selected sales plan (Refer to Delete Sales Plan)
④ Copy Copy the selected sales plan (Refer to Copy Sales Plan)
⑤ Upload Upload the sales plan list as an Excel file (Refer to Upload Sales Plan)
⑥ Download Download the sales plan list as an Excel file (Refer to Download Sales Plan List)
⑦ Sales Plan List Search Sales Plan List

Add Sales Plan

The following describes how to add a sales plan.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Manage Sales Plan > Register Sales Plan’ from the menu.
  4. Select a business place in the Search Window, and then click ‘Add’.
    • An empty item is added to the Sales Plan list.
  5. Enter sales plan information.
    • In the Business Place item, a business place selected in the search field is automatically entered, and only business place with permissions can be selected.
  6. Click ‘Save’.

Delete Sales Plan

The following describes how to delete a sales plan.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Manage Sales Plan > Register Sales Plan’ from the menu.
  4. Select the item to delete, and then click ‘Delete’.
  5. Click ‘Save’.
    • The saved sales plan is deleted.
    • If there is no selected item, then ‘Delete’ is disabled.

Copy Sales Plan

The following describes how to copy a sales plan.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Manage Sales Plan > Register Sales Plan’ from the menu.
  4. Select the item to copy, and then click ‘Copy’.
  5. Select a business place in the Copy pop-up window, and then select the year and month of the original to copy.
  6. Select the Target Year and Month to paste, and then click ‘Copy’.
    • After setting the Target Year and Month same as the Original Year and Month, clicking ‘Copy’ will delete the copied sales plan.
    • The copied sales plan is added with the set Target Year and Month.

Upload Sales Plan

The following describes how to upload a sales plan as an Excel file.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Manage Sales Plan > Register Sales Plan’ from the menu.
  4. Click ‘Upload’.
  5. Click ‘Download Sample File’ to download the sample file.
    • The sample file is saved as Sales Plan Template.xlsx in the Download folder.
  6. Write and save the sales plan in the sample file form.
  7. Click the ‘Attach the file from your PC, or drag the file here’ field to upload the written file, or drag the written file to the applicable field.
  8. Click 'OK'.
  9. Check the entered details in the Validate Sales Plan pop-up window, and then click ‘Save’.
    • If a cell has an input error in the template, then it is marked in red, and you can check an error message at the bottom.
    • After editing the error, and then click Upload Again’ to upload the file again.

Download Sales Plan List

The following describes how to download a sales plan as an Excel file.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Manage Sales Plan > Register Sales Plan’ from the menu.
  4. Enter the sales plan conditions to search in the search window, and then click ‘Search’.
    • You can search the sales plan that matches the entered conditions.
  5. Click 'Download'.
    • The sales plan list is downloaded as an Excel file.
Downloaded file is saved as Register Sales Plan_YYYYMMDDXXXXXX.xlsx in the Downloads folder.

Sales Plan Status

You can search the sales plan by condition to view the sales plan status, and download the sales plan status as an Excel file.

The Sales Plan Status screen is laid out as follows.

Area Description
① Search Window Search by business place, year and month of the plan, and employee name conditions
② Download Download the Sales Plan Status as an Excel file
③ Sales Plan Status List Search Sales Plan Status List

Download Sales Plan Status

The following describes how to download a sales plan status as an Excel file.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Manage Sales Plan > Sales Plan Status’ from the menu.
  4. Enter the sales plan conditions to search in the search window, and then click ‘Search’.
    • You can search the sales plan that matches the entered conditions.
  5. Click 'Download'.
    • The sales plan status is downloaded as an Excel file.
Downloaded file is saved as Sales Plan Status_YYYYMMDDXXXXXX.xlsx in the Downloads folder.

Sales Plan Comparison Table

You can group and search actual sales performance compared to established sales plan by business place/month in groups of various forms, by sales group/employee/vendor/item, utilizing the grouping feature, and search the accomplishment rate compared to plans.

The Sales Plan Comparison Table screen is laid out as follows.

Area Description
① Search Window Search by business place, year and month of the plan, and employee name conditions
② Download Download the sales plan comparison table as an Excel file
③ Grouping Drag column headers to the applicable field to group them into the applicable column
④ Sales Plan List Search Sales Plan List

Download Sales Plan Comparison Table

The following describes how to download a sales plan comparison table as an Excel file.

  1. Click ‘Admin Menu’ at the top right of the PC web screen, and then click ‘Sales’ in the pop-up window.
  2. Click at the top left of the screen.
  3. Click ‘Manage Sales Plan > Sales Plan Comparison Table’ from the menu.
  4. Enter the sales plan conditions to search in the search window, and then click ‘Search’.
    • You can search the sales plan that matches the entered conditions.
  5. If necessary, drag the column header to the ‘If you drag the column header here, it will group with that column.’ field to group it.
  6. Click 'Download'.
    • The sales plan comparison table is downloaded as an Excel file.
Downloaded file is saved as Sales Plan Comparison Table_YYYYMMDDXXXXXX.xlsx in the Downloads folder.
Was this article helpful?
  • Yes
  • No
Sorry about that! Please tell us why.
  • The information provided in the guide is wrong.
  • The information is difficult to understand.
  • There is insufficient information on specific devices. (e.g. There is no explanation on Mobile.)
  • Other

How can we make it better?

Thank you for your feedback!