How Are We Doing? Using Sales Reports and Goals and Objectives to Measure and Evaluate Performance in Implementing a Growth Plan

Most companies reported preparing sales reports, with over half reporting sales by a combination of customer, product, and sales person. Ten reported on all five choices: company total, customer, product or ­process, sales person, and market; and about a third reported only on one—mostly only the company or customer. While sales reporting is a good business practice, its effectiveness increases when compared to actual sales performance, which is only about half of the 75 companies that prepare a forecast, see Table 44 in Chapter 8.

Figure 86 is a sample agenda for reviewing sales performance to forecast. It goes beyond ...

Get Marketing Strategy for Small- to Medium-Sized Manufacturers now with the O’Reilly learning platform.

O’Reilly members experience books, live events, courses curated by job role, and more from O’Reilly and nearly 200 top publishers.