Tax reform
Simulates the impact of CBS/IBS on operations during the transition. It's a simulation over rules that are still changing: the number is for planning, not for paying — the official assessment stays with the fiscal reporting.
The screen
The real screen, in the theme you picked above.
What you find on this screen
A portrait of the screen, read from the screen itself — it changes when the screen changes.
Available actions
RefreshCalculation details
The list shows
CustomerStatusHealthLast purchaseRevenue in windowDrop-offBeforeNowReasonQtyWhenSubject
Form fields
OportunidadeAssunto do negócio, do jeito que o vendedor fala dele na reunião.
NºNúmero sequencial por empresa da oportunidade.
ResultadoAberta, ganha ou perdida. Só o que está aberto é carteira de verdade.
Valor únicoParte do negócio que entra uma vez só.
Valor mensalParte que se repete todo mês se o negócio fechar. É o que vira receita recorrente.
ProbabilidadeChance de fechar. É o peso que o valor recebe no funil ponderado.
EsforçoTrabalho estimado para ganhar, de 1 a 5. Valor dividido por esforço é o que ordena a carteira.
Previsão de fechamentoData em que o vendedor se compromete a fechar.
Na etapa desdeDesde quando a oportunidade não anda. Etapa parada há semanas é o sinal mais barato de negócio morto.
Fechada emQuando o negócio foi ganho ou perdido.
ConcorrenteContra quem se está disputando. É o que alimenta a análise de perda.
MoedaMoeda do negócio. Carteira com moedas misturadas não soma sem conversão.
Start here
O que esta tela responde
The salesperson's cockpit: value and volume targets, activation, churn risk, lost deals and returns in their portfolio. Activation falling while revenue rises is the warning the target alone hides — revenue is concentrating in few customers.
Three ways to start the quote
The portfolio cockpit by sales owner: revenue against the value and volume targets, activation (how much of the portfolio bought in the period), churn risk (who stopped buying or dropped), active × inactive portfolio, lost deals by reason, customers' open tickets and upcoming visits. A salesperson sees their own portfolio; a manager sees the whole team's (org chart). Each indicator brings its source and the calculation breakdown open.
Para que esta tela existe
The portfolio cockpit by sales owner: revenue against the value and volume targets, activation (how much of the portfolio bought in the period), churn risk (who stopped buying or dropped), active × inactive portfolio, lost deals by reason, customers' open tickets and upcoming visits. A salesperson sees their own portfolio; a manager sees the whole team's (org chart). Each indicator brings its source and the calculation breakdown open. — this is the role of the "Salesperson portfolio" screen within the platform.
How to
What counts as portfolio, revenue and target
Portfolio = customers with a WON opportunity under the salesperson(s); "active" is whoever bought in the window. Month's revenue = value of the opportunities won in the period (one-off value + monthly×12). The value and volume targets come from the employee-level indicators — in R$ and in quantity, respectively; with no target registered, the card warns. A salesperson sees their own portfolio; a manager chooses anyone on the team in the selector. The calculation breakdown button opens the math behind each number.
Rules
Positivação e ruptura têm régua configurável
Activation is the % of the portfolio that bought in the recent window — the window in days comes from the parameter CARTEIRA.JANELA_POSITIVACAO_DIAS, and the source of "bought" is the financial movement. Churn risk catches those who used to buy and dropped: a drop equal to or greater than the percentage in the parameter CARTEIRA.RUPTURA_QUEDA_PCT compared with the previous window, including stopping entirely. The churn-risk panel shows each customer's before and now, so the conversation starts with a number, not an impression.
Frequently asked questions
Que pergunta do dia a dia se responde aqui
"How is each salesperson's portfolio doing against the target — who bought, who went into churn risk and whom did we lose?" — when that question comes up, this is the screen that answers it.
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