Control Center - Sales Management - Sales Exercise

Purpose

The Sales Exercise feature allows organizations to define the commercial periods used to plan, monitor, and evaluate sales performance.

A Sales Exercise establishes the overall timeframe for sales objectives and can be divided into multiple periods (such as semesters, quarters, or months), enabling organizations to track opportunities and revenue against specific business planning cycles.

Access Path

Control Center → Sales Management → Opportunity → Sales Exercise

Overview

Sales Exercises provide the planning structure used throughout the Sales Management module.

Each Sales Exercise:

Defines the overall planning period.
Belongs to a specific company.
Includes a start and end date.
Can be divided into multiple periods.
Can be associated with opportunities for reporting and forecasting.

Examples include:

Annual Sales Budget
Quarterly Sales Budget
Monthly Sales Budget
Bi-Monthly Sales Budget

Sales Exercise Landing Page

The landing page displays all configured Sales Exercises.

Typical information includes:

Column	Description
Name	Sales Exercise name.
Company	Company to which the Sales Exercise belongs.
Start Date	Beginning of the Sales Exercise.
End Date	End of the Sales Exercise.

Available actions include:

Add Sales Exercise
Refresh
Include Deleted
Export
Column Selection

Selecting a Sales Exercise opens its detail page for maintenance.

Creating a Sales Exercise

Select Add Sales Exercise.

The creation dialog contains the following fields:

Field	Description
Name*	Unique name identifying the Sales Exercise.
Company	Company that owns the Sales Exercise.

Available actions:

Save
Save and New
Cancel

Managing a Sales Exercise

Once created, additional information can be configured.

General Information

Field	Description
Name	Sales Exercise name.
Company	Associated company.
Start Date	Beginning of the Sales Exercise.
End Date	End of the Sales Exercise.

Sales Exercise Periods

A Sales Exercise may be divided into one or more periods.

Each period contains:

Field	Description
Name	Period name (e.g., Q1, 1st Semester, January).
Start Date	Beginning of the period.
End Date	End of the period.

Use Add New to create additional periods.

These periods enable organizations to monitor sales performance at a finer level of detail while remaining within the same Sales Exercise.

Best Practices

Use descriptive names that clearly identify the planning period.
Define periods that fully cover the Sales Exercise duration without overlapping.
Align Sales Exercises with the organization's budgeting and reporting cycles.
Create Sales Exercises before configuring opportunities that depend on them.

Sales Management – Opportunity Type
Sales Management – Opportunity Pipeline
Sales Management – Sales Markets
Sales Management – Sales Budgets