Salesman Profile

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== Business Requirements ==
== Business Requirements ==
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=== Terminology and Concepts ===
 
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==== Salesman ====
 
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'''Salesman''' - jaguar employee who is in search for new companies who need to ship goods. Once such company agrees to send us orders ([[CT]]s) [[Inside Sales]] operators would create new [[Client Company]] in CT2. We call such company a '''Salesman Account'''.
 
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==== Salesman Account ====
 
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See [[#Salesman]]
 
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==== Commission ====
 
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See [[Commission]].
 
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==== Commission Percentage ====
 
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'''Commission Percentage''' is a number. It represents share of a Jaguar profit that is due to the [[#Salesman]] (as it is a part of her compensation). This number changes - see [[#Commission Schedule]].
 
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==== Commission Start Date ====
 
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''' Commission Start Date ''' - first date to calculate commission. This is [[Client Company]] specific.
 
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==== Commission Schedule ====
 
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'''Commission Schedule''' - represents change in [[#Commission Percentage]] based on how much time has elapsed since [[#Commission Start Date]].
 
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''Example:''
 
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* 1st year commission at 10%
 
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* 2nd year commission at 5%
 
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* 3rd year commission at 3%
 
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* 4th year and on commission 1%
 
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These numbers are [[#Salesman]] specific.
 
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Given [[#Salesman]] has same schedule for all Clients.
 
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==== Commission Amount ====
 
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'''Commission Amount''' - dollar amount of commission that given [[#Salesman]] receives for specific [[#Client Company]] for specific Time Frame.
 
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''Example 1''
 
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Assume that:
 
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* for Client Company ABC Corp. salesman John Smith has a Commission Percentage of 10% for Dec 2009 and 5% for Jan 2010
 
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* [[Gross Profit]] for Client Company ABC Corp. for Dec 2009 is 2000 USD
 
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* [[Gross Profit]] for Client Company ABC Corp. for Jan 2010 is 1000 USD
 
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* Commission Start Date of John Smith for Client Company ABC Corp. is Jan 1, 2009
 
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Then Commission Amount for Client Company ABC Corp., salesman John Smith and time frame ''from Dec 1, 2009 to Jan 31, 2010'' is:
 
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2000 x .10 + 1000 x .05 = 200 + 50 = 250
 
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==== Salesman Monthly Target ====
 
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'''Salesman Target''' - A dollar figure set by the VP of sales that a salesman is to reach per calendar month.  See [[#Salesman Account]]
 
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==== Salesman Monthly Actual ====
 
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'''Salesman Monthly Actual''' - calculated by adding all profit values for all shipments associated with all of her accounts.
 
=== Core Need ===  
=== Core Need ===  

Revision as of 21:45, 17 May 2010


Contents

General Info

Business Requirements

Core Need

Ability to manage all JFS salesmen; to be able to tag and report on each of the salesman's client accounts.

Requirements

Profile to Include:

  • Salesman’s Name
  • Salesman’s Start Date
  • Salesman’s Commission Table (this would be determined and set by the sales manager)

History

BA

Personal tools