EDDAFOR BUSINESS
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Performance diagnosis and management intervention

Trace a commercial performance change through region, branch and rep to the appointment behaviour that helps explain it.

Construction

Where the work begins

A national field-sales platform manages performance across brands and branches. Company-wide figures can show a decline without revealing which appointments or selling steps contributed to it.

The problem

Managers otherwise need separate tools, exports and further investigation to explain a movement in the number. Coaching then depends on anecdotes rather than a recorded account of what reps did.

How the workflow works

Select a stage to see the records it uses, the action it takes and the result.

Records

Commercial targets
Quarterly targets guide the overnight analysis and proposed management actions.
Branch and rep performance
Regional, branch and individual trends help locate the part of the business behind a change.
Appointment evidence
Process adherence, recorded moments and signed work connect performance with the rep’s behaviour.
Validated playbook
The company’s selling process supplies the standard for judging execution.

Stages

Work product

Management intervention brief

Performance trail
Connects the company number with the branch, rep and appointments behind it.
Execution evidence
Shows missed behaviours and the conversation moments supporting the assessment.
Proposed change
Sets out a coaching play or process change against the quarterly target.
Stage 1 of 3

Locate the change

Input
Commercial performance trends
Action
Follow the trend through region, branch and rep to find the appointments worth examining.
Result
A focused set of appointments and reps.

Oversight

Operators approve the proposed plays and process changes they consider worth running. Every appointment score can be traced to its source moment.

What changes for the business

Faster explanation

Managers can investigate the behaviour behind a decline without starting a separate export exercise.

More precise coaching

An intervention can address a repeated process gap across appointments or brands.

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