1 · Upload YTD Showroom Activity
Drop the VinSolutions Sales Rep Showroom Activity CSV here, or click to choose.
Required columns: User, Lead Type, Visits, Sold in Time Frame, Appts Set/Shown, Calls Out, Calls Out Contacted, Emails Out, Texts Out.
Required columns: User, Lead Type, Visits, Sold in Time Frame, Appts Set/Shown, Calls Out, Calls Out Contacted, Emails Out, Texts Out.
2 · Forecast
3 · Selling-day calendar
Pick a month.
Show calendar
Store summary
Edit trainee floors or day adjustments directly in the Goals table; results recalculate immediately. "T" marks a Trainee. Tags: store = store-average/closing rate applied (low sample); override = manually entered.
Data-quality flags & method notes
South Oak Jeep — Sales Goals Calculator v1.2 · engine-1.0 · calendar-1.0 · Supersedes "SalesRep - Payplan Bonus Worksheet.xlsx" (Forecast - What-If). Method: store closing % (roster SPs, Sold in Time Frame ÷ Visits) → store visits needed; trainees receive a calculated floor (store visits ÷ headcount × factor); professionals split the remainder by YTD visit share (largest-remainder rounding, reconciles exactly); units = ROUNDUP(own closing % × visits); activity = visits × YTD per-visit ratios ÷ team selling days.