Sales Data Manager
Upload and manage daily sales goals data
Database Statistics
Data Grid
Holiday Management
Manage holidays that affect sales goal calculations. Weekends and holidays are excluded from daily sales targets.
Add New Holiday
P1 Overrides Management
Manage Commercial Override 1 and VA Override 1 values for each rep code.
P2 Overrides Management
Manage Commercial Override 2 and VA Override 2 values for each rep code.
Team Management
Manage sales team information including representative details, ASR Director, CSS Manager, and CSS assignments.
Order Goals Management
Manage order goals including shipments, orders, and revenue targets by rep code, year, type, and month.
VGM 2024 Provider Data
View and manage healthcare provider information including NPI, specialty, location, and facility data.
Upload VGM Data (Replace All)
Zip Code Territory Data
Manage zip code assignments to territories, reps, and area managers.
Upload Zip Code Data (Replace All)
Upload 'Zip Codes for Territories.xlsx' file (uses the 'Zip Codes' sheet)
📋 Expected File Format
Sheet Name: "Zip Codes"
Required Columns (must match exactly):
| Column Name | Description | Example |
|---|---|---|
| Zip Code ID | The numeric zip code | 29901 |
| Zip Code Name | City or zone name | Beaufort |
| Territory ID | Territory identifier | FL7/HLX1 |
| Rep | Sales rep code | FLJH |
| Manager | Area manager identifier | Purcell |
⚠️ Important: Column names must match exactly as shown above. If column names don't match, the upload will fail with an error message.
Daily Goals Generator
Generate monthly goal totals that get distributed into daily targets. Enter monthly VA and Commercial amounts to save as monthly totals.
Generate Daily Goals
Revenue Goals
User Management
Manage user roles and permissions. Only admins can access this section.