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Sales Operations

YTD Payments

When the amount of payments changes over time, it can be difficult for sales leaders to identify positive or negative trends relative to the set budget. The YTD Payments application enables sales leaders to understand the progression of payments, period to period, with the context of the budget and historical payments for reference. The sales leader can then explore the change by product categories or accounts to view granular details related to those specific product categories or accounts.

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