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Sales effectiveness per visit by amount

In sales, every transaction counts, and it’s important that each one delivers a positive return relative to the time and resources being invested.

That's why we've implemented a feature to help you maximize the sales effectiveness per visit, a feature that lets you control the minimum sales per visit.

Companies are constantly looking to optimize their processes and ensure that each visit their sales staff makes a difference. By establishing a minimum amount per visit, you can evaluate whether a visit was truly effective or not.

This tool will allow you to:

*Make informed decisions:* You'll know if a visit has reached the sales goal.
*Optimize resources:* Spend time and effort on visits that actually contribute to growing your business.
*Improve performance:* Identify the sales staff's opportunities for improvement.

*In this article, we'll explain how this tool works and how you can make the most out of it:*

Web portal:

Go to the client's details and click on *Edit*. There, you'll find the option to specify the minimum sales amount for each sale:

Once you've set up the minimum amount, you'll be able to see it in the client's details. This can help you keep a better track of the goals set for each client.

Aside from defining this amount manually, Handy gives you the option to store this information via the API and through client imports, which is especially useful if you work with very large amounts of data and want to keep it all neatly organized.

For a visit to be considered effective, the sum of all sales generated during the visit must be equal to or greater than the minimum effective sale amount previously established. This means that you'll need to be aware of each interaction in order to ensure goals are met.

Where can I see my Sales Effectiveness?

Sales effectiveness can be seen in a bunch of Handy's sections:

*User details:* Here, you'll see the minimum sales amount and each sale's effectiveness

*User activity:* Manage each salesperson's performance and their ability to reach their established goals.

*User report:* Obtain detailed reports on the user's visit and sales performance.

*Dashboard:* You can view the general status of sales effectiveness through graphs and metrics.

Mobile device

In the mobile app, you'll see the minimum amount directly in the client's profile. As you create an order and add products, the remaining amount will update in real time, which will help you keep a better track of how much more you need to sell.

As you add more and more products to an order, you'll see how the remaining amount decreases, which means you're getting closer to reaching the minimum sales effectiveness amount.

If you have any questions or would like more information about this feature, make sure to reach out to our support team! We're here to help you! ☺️

Updated on: 04/02/2026

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