Employee
The person's record: employment type, job title, salary, and manager. Two traps: the EMPLOYMENT TYPE (CLT or independent contractor) changes the calculation of the entire payroll, and the MANAGER is what builds the org chart — a person without a manager doesn't appear in the hierarchy, and an empty…
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
Create opportunity
The list shows
Customer
Form fields
Packs que o cliente temQuantos packs da base instalada o cliente já possui hoje.
Tem o packMarca por célula indicando se aquele cliente tem ou não o pack da coluna.
Valor típicoValor médio praticado no pack sugerido, usado como referência para a proposta de cross-sell.
Start here
What it is for
Selling more to those who already trust you costs less than finding a new customer. The screen shows, in a matrix, which product packs each customer HAS and which they DON'T — and turns the "don't have" into cross-sell suggestions.
How to
Create an opportunity in one click
The "Create opportunity" button opens a cross-sell opportunity in the 1st stage of the sales funnel, with the customer and the pack's typical value already filled in (editable in the CRM). The deal moves through the funnel like any other.
Rules
Como a sugestão é montada
Customers are grouped by SEGMENT. Within each group, the system counts how many have each pack. For a customer, the packs that their peers have and they don't become a suggestion, prioritized by peer adoption (how many already have it) and by the pack's typical value. The calculation memo — "X of Y customers in the segment have this pack" — is open on each row.
Has = direct subscription OR contract
A customer "has" a pack when it's an ACTIVE direct subscription (product/pack) or it's included in one of their active contracts. The two sources are combined — the matrix reflects the real installed base, not just one of the paths.
No segment, no peers
The comparison depends on the customer's "segment" field. Customers without a segment form a separate group and only get a suggestion if there are others without a segment who have packs. The better the portfolio's segmentation, the more faithful the suggestions. The natural evolution is grouping by persona (Customer personas dashboard).
Frequently asked questions
Por que a sugestão aponta um produto que o cliente já usa?
Porque "tem" é lido de assinatura direta OU contrato ativo. Se o cliente usa por fora (compra de terceiro, versão antiga sem contrato), o sistema não enxerga. Registre o contrato ou a assinatura e a sugestão some.
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