Intro – Segments #
A segment is a non-geographic market group—such as an industry or a sales channel—that a salesperson or sales team is responsible for. You can assign sales rep or teams to a segment. To ensure accurate commission tracking and sales analysis, you must also assign customers to these defined segments.
Create a New Segment #
- Go to Sales Performance on the left sidebar, and select Segments
- Click Add New button.
- Fill in the following fields
- Segment Name: Enter a unique segment’s name. It is up to 30 characters.
- Sales Rep: Select sales rep who will oversee this segment.
- Sales Team: You may assign sales team to the segment instead of sales rep.
- Memo: if any.
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- Click Save button
Assign Customer to The Segment #
- Go to Sales Performance on the left sidebar, and select Segments
- Click Set Customer’s Segment button.
- On the customer segment page, you’ll see a list of all your customers, along with a segment column. Assign the appropriate segment to each customer individually.
- Click Save button
How do we pay commissions based on sales performance in a specific segment? #
- Make sure that sales segments have been created and customers have been assigned to the segment.
- Go to Sales Performance on the left sidebar and select Commission Plan.
- Click Add New button.
- Enter plan name and its active time frame.
- Commission method can be either percentage or tier commission. Assume that we choose percentage commission method.
- Select plan type to ‘Specific‘.
- In the segment dropdown, select the target segment, for example ‘On-Premise’.
- In ‘Percentage’ tab, enter commission rate and its base (gross sales, net sales or gross profit).
- In ‘Assign To’ tab, select sales rep or team who will oversee this segment.
- Click Save button
