You build the sales plan by customer and product, BOS automatically projects the rest of the year and shows you the gap against the plan. And when sales change, it explains why: how much was price, how much volume and how much mix.
SALES PLAN · FORECAST · PRICE, VOLUME AND MIX · PARTNER PERFORMANCE
The sales budget usually lives in a spreadsheet that gets approved once and never looked at again. Meanwhile, actual sales live somewhere else and the forecast is a calculation someone redoes by hand every month. In BOS, the plan, actual sales and the projection live in the same place and update automatically.
Units and price by customer, product and month. Once approved, it stays locked as the baseline.
From the invoices you issue in BOS or imported from your system, without entering it twice.
Closed months are actual sales; the rest is projected automatically. The year’s landing, against the plan.
Each line has units and price; the amount is calculated automatically. Products come from your catalog and customers from your directory.
Start from what you sold last year and apply unit growth and a price change.
Download the template, fill it in and upload it. You can also enter it directly in the grid.
Flag your priority products to track how much of your sales comes from them.
The plan moves from draft to approved and isn’t touched again: adjustments go into the forecast, not the plan.
Pesos, dollars or euros. If your currency has high inflation, planning in dollars separates real growth from price increases.
Selling 10% more can be good or bad news depending on where it comes from. The price, volume and mix waterfall breaks the change down into its causes, against the previous year or against the plan.
If you sell through distributors, volume alone isn’t enough to know who’s doing things right. The scorecard combines sales with mix, market, execution and capabilities, and ranks your network into tiers.
Quarterly, half-yearly or annual, linked to your Sales Plan, with weighted KPIs and an adjustable target per distributor.
Attainment in amount and units, growth versus the previous year, focus product sales, portfolio breadth and forecast accuracy. The rest are entered or imported.
A score out of 100 places each distributor in a tier. You define the tiers and their cutoffs.
A matrix that separates strategic partners from the ones that need a closer look.
How your network is covered by territory, industry, segment and portfolio.
A distributor without enough data is left unranked, instead of getting a score that doesn’t reflect reality.
| DATA | WHERE IT COMES FROM |
|---|---|
| Actual sales | From the authorized invoices you issue in BOS, net of those voided by credit note. Or imported via CSV or Excel from your system, with column mapping. The account picks one of the two. |
| Products | Your BOS catalog. On import, they’re matched by SKU or by name. |
| Customers and distributors | Your BOS directory. On import, they’re matched by tax ID or by name. |
| Exchange rate | The one on each line or, if there isn’t one, the monthly average. If it’s missing, the line isn’t counted and BOS lets you know. |
Re-importing the same file doesn’t duplicate sales.
Every module can be customized, and its features can be used in part or in full: none of them is mandatory. You can use BOS just to plan tasks and never touch the rest — it stays available for the day you need it.