Customer Relationship Management (CRM)

Sales Plan

Sales Plan in DOCCO brings structure to your sales planning: create a plan, set the total target, and distribute it across your team — equally or with custom amounts per rep.

Once targets are assigned, the system automatically calculates annual, monthly, weekly, and daily breakdowns for each sales representative. Plans move through a clear approval workflow — Draft → Pending → Approved → In Progress → Completed — with every action logged: who approved, who rejected, and why.

Reps submit their actual results on a daily, weekly, or monthly basis, and the system compares planned versus achieved amounts with a live progress indicator. Multi-currency support covers UZS, USD, EUR, and RUB. Access is controlled by role-based permissions, and all data is filtered by sales department for clean, accurate reporting.

Sales Plan

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