Solutions · Sell

Put programs behind your distribution goals.

Run placement and volume programs, score every rep automatically, and connect each goal to the exact accounts that will close it.

Q2 Placements programRep · to target
01M. Alvarez138 pt
02D. Okafor111 pt
03R. Singh92 pt
04T. Brooks72 pt
05J. Iqbal49 pt

The problem

Programs live in spreadsheets nobody trusts.

Scoring is manual

Tallying placements and volume by hand means the leaderboard is always a week behind.

Reps can’t see progress

Without live standings, reps don’t know where they stand or what’s left to close.

Goals aren’t tied to accounts

A target with no list of accounts to push is just a number on a slide.

Program types

Placements or volume.

A program’s type sets how reps are scored. Placements award one point per distinct account carrying a product; volume scores on cases or dollars moved.

  • Placements — 1 point per distinct account placed
  • Volume — scored on cases or revenue
  • Tiered payouts on either type
Q2 Placements programRep · to target
01M. Alvarez138 pt
02D. Okafor111 pt
03R. Singh92 pt
04T. Brooks72 pt
05J. Iqbal49 pt

Opportunities

Goals become accounts to work.

A goal connects to a program, the program surfaces opportunities — account-and-product pairs the account should be carrying but isn’t — and each opportunity becomes a task and a visit.

Cedar & Vine × Pinot Noir 2021
Carried by 8 similar accounts
Hudson Hospitality × Rosé 2023
Ordered last spring, not since
Northgate × Cabernet 2021
New account · never carried
Marble Hill × Chardonnay 2022
Growing account · gap in range

Sales hierarchy

From rep to company.

Programs roll up a sales hierarchy — rep to territory manager to company — so every level sees the same standings, with tiered payouts attached.

  • Rep → Territory Manager → Company
  • Tiered payouts by performance
  • One source of truth for standings

How it scores

The mechanics, in plain terms.

1 pt / account placedPlacements or VolumeRep → CompanyOpportunity = account × productTiered payouts