Sales Tracking

Like Scorecarding, the Sales Tracking module of IDM OnLine allows management to monitor and supervise your sales force by providing results of officer, branch, region and institution-wide performance on a sales tracking basis.  

Sales Tracking measures new sales, both on a relationship and account basis, and ties sales volumes with profitability.  This allows for measurement of net contribution of the new sales to the bottom line.  Campaigns, special pricing offers, and other sales programs can be evaluated based on both the volumes they generate and on the contribution they make to net income.  Reports can be manipulated to chart for a single time period or for a series of time periods.