For A customers the Commercial roadmap lines are empty for recurrent business. With the filter choose the A customers and complete all the lines and click on the Save Button

For B&C customers the Commercial roadmap lines are pre-filled. Sales Rep will launch a report to analyze their data by revenue or by volume. If he wants to modify a combination he clicks on the Tab Update CR and with the filters find the ship to or the product concerned.

Sales rep filters data and update the lines concerned. All data are stored (initial pre-filled and updates made).

All open opportunities are replicated in the commercial roadmap. Sales rep can change the volume, prices and contribution margin directly in the commercial roadmap screen. The sales rep can also open the opportunity with the link and change directly the business potential if needed. The synchronization will occur every night. The button “synchronization” launches a real time synchronization in the direction Commercial Roadmap à Opportunity

All changes in Opportunities listed  below have an impact in the Commercial Roadmap growth business

Recommendation

In terms of Unit of Measure, we strongly recommend to put all Opportunities in tons, kg, kilopounds or pounds, since Commercial Roadmap is based on tons or kilopounds. If other unit of measures are used in Opportunity, this cannot be converted to the Commercial Roadmap.

For A customers you follow the % of line filled

For B&C customers you follow the lines updated

Dashboard shows data of connected users (dynamic dashboard)