TWI681349B - Sales performance statistics system with product combination weight recommendation and method thereof - Google Patents

Abstract

A sales performance statistics system with product combination weight recommendation and a method thereof, the method comprising: Counting a positive sales performance value for a statistics day order data according to a rule. Counting a negative sales performance value for the statistics day order data according to the rule. Generating a performance indicator according to the positive sales performance value and the negative sales performance value. Ranking and converting the performance indicator to calculate a weight result so as to determine a relative importance of product combinations in the statistics day order data.

Description

Sales performance statistical system with product portfolio weight suggestion and method

The present invention is a sales performance statistical system and method, in particular, it refers to a sales performance statistical system and method that can dynamically set performance indicators containing complex product mix of positive and negative items to perform performance statistics, and generate product portfolio weight suggestions according to performance results.

With the digitization of the transaction process and the wide variety of sales channels and businesses, how to analyze the sales status of products and store personnel from the large amount of order data generated from the product sales system daily, and perform the application of target value comparison, weight multiplication or reward and punishment systems, etc. And further product improvement and management is an important issue. In order to meet customer needs and increase the competitiveness of enterprises, in addition to expanding sales channels, enterprises continue to think about how to launch different products or establish different product combinations to stimulate sales, which is actually one of the important goals in this field. However, the conventional technologies have not proposed a method that can effectively handle the statistics of complex product portfolios and the rules for responding to product sales and returns, nor how to objectively formulate commodity sales performance indicators.

In addition to direct sales stores, franchise stores and the Internet, a sales channel may be composed of multiple products and services in order to meet the different needs of customers. To know the sales results of a business, apply Key Performance Indicators to sales statistics. It is a specific way to formulate performance indicators for statistics. However, a sales performance indicator often needs to include multiple products or services, and if the sales performance needs to be deducted retroactively due to cancellation or return, it may also be because different businesses have different deduction rules.

Take telecommunications products as an example, for example, the Internet all-you-can-eat business includes one all-you-can-pay product and one data service. Since these two products and services must exist at the same time to constitute this business, if you want to When counting the sales performance indicators of this business, the positive performance rules of performance statistics must also include the product and service, and to count the negative performance of this business, as long as any product or service is cancelled, it is regarded as To deduct this performance. Furthermore, the selection of performance indicators is often subjective and may not cover all aspects. Different performance indicators include different products and services, and how to determine other different combinations from the products or services in the performance indicators to develop another performance indicator that can create more value (for example: Packaging into a combination of goods to enhance value) has also been a problem that companies are eager to solve.

In summary, the traditional performance statistics methods usually do not systematically deal with the performance index rules. For complex business and product services, the positive and negative performance processing methods, and how to identify the management value drivers, have been in There is no statement on the conventional knowledge or previous technology.

It can be seen that there are still many deficiencies in the above mechanism. It is not a good designer, and it needs to be improved urgently. In view of the shortcomings derived from the above-mentioned conventional methods, the inventor of this case is anxious to improve and innovate, and after years of painstaking research, finally successfully developed this product sales performance statistical system and method.

Purpose of the invention:

The purpose of the present invention is to provide a sales performance statistical system and method with product portfolio weight suggestions, which can perform retrospective deduction rules that do not correspond to multiple positive and negative terms according to self-defined sales performance indicators. The rules can still be combined and substituted for attributes such as channels, businesses, products, and services. The sales performance statistical calculations of store personnel are customized daily based on sales order records. It is applicable to multiple sales channels and complex product and service portfolio performance rules.

The second object of the present invention is to provide a sales performance statistical system and method with product portfolio weight suggestions, which can be calculated according to performance results and given different weights to facilitate the management unit to determine the relative importance of multiple product portfolios. You can focus on the most influential work activities and conceive new product combinations to create greater value.

Another object of the present invention is to provide a sales performance statistical system and method with product portfolio weight suggestions. For the management unit, in addition to the statistical result feature values of the present invention, including performance index codes, rule codes, dates, and channels , Store code, employee code, order number and actual performance value, etc., for target value comparison, weight multiplication or reward and punishment system, etc., can also be used as an assessment of the expansion of the channel.

Summary of the invention:

The sales performance statistics system and method with product portfolio weight recommendations that can achieve the above-mentioned invention objectives are mainly based on analysis and classification based on business goals and product rules that meet the business goals, and each sales performance indicator is set. An indicator can have one or more positive performance rules and zero to more negative retroactive deduction rules. Rules can refer to each other, and can also be set in detail for the attributes such as channels, products and services in the rules. Through the method of the present invention, the business and product portfolio can be systematically managed and defined, and store sales performance statistics are collected for the daily order sales data. After the performance of each sales index is generated, the hierarchical analysis method (Analytical Hierarchy Process) is used. Calculate the importance ranking according to the target value and actual performance value of each sales indicator, and then calculate the weight.

Among them, the sales performance statistical system and method of the product portfolio weight recommendation of the present invention mainly include the following five system modules.

1. Timed trigger and maintenance module: Provide related settings and regularly trigger performance calculation module, performance retroactive deduction module and weight calculation module. And the maintenance interface is used for manually specifying relevant parameters to independently execute any of the aforementioned modules according to the maintenance requirements.

2. Performance calculation module: It accepts the timing trigger and maintenance operation module call, and is started by scheduling or manual mode. The performance calculation module can obtain effective performance index items and calculated positive rule templates through the rule engine, perform positive sales performance statistics on order data, and generate performance based on positive sales performance statistics and negative sales performance statistics index.

3. Performance retroactive deduction module: It accepts the time-triggered and maintenance operation module call, which is activated by scheduling or manual mode. The performance retroactive deduction module can obtain effective performance index items and retroactive negative rule templates through the rule engine, perform negative sales performance statistics based on order data, and can process retroactive deduction rules for different cancellation types according to the template type. Then output the result.

4. Rule engine: It accepts the call of the performance calculation module or the performance retroactive deduction module to start, obtain various sales performance indicators and their corresponding performance rules, and then judge based on the rule parameters, channel settings, product settings and service settings. And deal with the performance index items and rules of the query, reference judgment and rules to replace and output the results.

5. Weight calculation module: It accepts regular triggering and maintenance operation module calls, and it is started by scheduling or manual mode. It takes the results of performance calculation, ranks the performance indicators at a daily or monthly frequency, for example, and uses the hierarchy The analysis method calculates the weight ratio to determine the importance of the product portfolio in the data order according to the weight result.

The present invention may include a management module to assist the performance index project and rule management module of the implementation of the product sales performance statistical system of the present invention: provide a template for defining, storing, managing, and loading performance index projects and calculating positive rules And the model function of retroactive negative rules. The same performance indicator item can correspond to one or more sets of positive rules and zero or more sets of negative rules. The same rule can be specified by referring to channel setting, product setting and service setting to apply multiple sales channels and complex product and service combinations. In addition, when the performance index item needs to be increased or decreased, or shelved, or the sample rule changes, you can dynamically adjust the setting parameters and load new settings.

In order to make the above-mentioned features and advantages of the present invention more obvious and understandable, the embodiments are specifically described below in conjunction with the accompanying drawings for detailed description as follows.

In order to make the purpose, technical solutions and advantages of the present invention clearer, the present invention is described in detail below with the accompanying drawings and embodiments. The drawings and embodiments used are only used to explain the present invention, but not to limit the present invention .

Please refer to FIG. 1. FIG. 1 is a schematic diagram of the sales performance statistics system 300 and its external database 200 and order acceptance system group 100 of the present invention, in which the order acceptance system group 100 conducts product sales every day, and the generated order information is stored. In the database 200.

The sales performance statistics system 300300 may include the processor 10 and the storage medium 30. The storage medium 30 stores multiple modules. The processor 10 is coupled to the storage medium 30, and accesses and executes the modules in the storage medium 30.

The processor 10 may be, for example, a central processing unit (CPU), or other programmable general-purpose or special-purpose microprocessor (microprocessor), digital signal processor (DSP), or A programmable controller, an application specific integrated circuit (ASIC) or other similar components or a combination of the above components, the invention is not limited thereto.

The storage medium 30 can be, for example, any type of fixed or removable random access memory (RAM), read-only memory (ROM), flash memory (flash memory) ), hard disk drive (HDD), solid state drive (SSD) or similar components or a combination of the above components, the invention is not limited thereto. The plurality of modules stored in the storage medium 30 may include a timing trigger and maintenance module 310, a performance calculation module 320, a performance retroactive deduction module 330, a performance index item and rule management module 340, a rule engine 350, and weight calculation Module 360, the function of these modules will be described below.

1. Timed triggering and maintenance module 310, which provides related settings and triggers performance calculation module, performance retroactive deduction module and weight calculation module at specific time points every day. It also provides maintenance interface for manual designation of related The parameters can independently execute any of the aforementioned modules as required.

2. The performance calculation module 320 is scheduled to be activated with a regular trigger, or manually triggered (for example: call activation through the maintenance module 310). The order data in the database 200 can be accessed, and the rules can be obtained through the rules engine 350, and the rules can include the performance index items in effect and their calculated positive rule templates. If it is a schedule trigger start, the forward performance value statistics will be made for the previous day's order data. If it is a manual trigger start, you can specify the forward performance value statistics for the specific date order data, and the statistical results can be output to the database 200. The performance calculation module 320 may also generate performance indicators according to the positive sales performance numerical statistics and the negative sales performance numerical statistics.

3. The performance backtracking deduction module 330 is scheduled to be activated with a regular trigger or manually triggered to activate (for example: call activation through the maintenance operation module 310). The order data in the database 200 can be accessed, and the rules can be obtained through the rules engine 350. The rules can include the performance indicator items in effect and their retroactive negative rule template. If it is a scheduled trigger start, the negative performance value statistics will be made for the previous day's order data. If it is a manual trigger start, you can specify negative performance value statistics for the specific date order data, and the statistical results can be output to the database 200 .

4. The performance index project and rules management module 340 is responsible for defining, storing, managing, and loading performance index projects and rules. The same performance indicator project can be assigned different rules according to the characteristics of its different channels. The following table 1 is used as an example of the performance indicator project and its rule setting: Table 1 Performance code Boilerplate code Path attributes Regular pattern rule Authority Quote Performance 01 Sample 01 Direct sales Computational positive term Rule 01 Public Performance 01 Sample 02 Direct sales Retrospective negative Rule 02 Public Performance 01 Sample 03 Join Computational positive term Rule 03 private Performance 01 Sample 04 network Computational positive term private Rule 01 Performance 02 Sample 05 Direct sales Retrospective negative Rule 05 private

The management unit can formulate multiple performance index items according to business goals and needs. Each performance index item will have a unique performance code, and each performance index item may be different according to the channel attributes, such as direct sales, franchised stores, and online stores. Order rules are different. Each performance indicator item can refer to the channel setting 3501, each corresponding to its own unique model. The model can be divided into two different types of calculation-type positive terms and retrospective-type negative terms, corresponding to their own exclusive rules. The rules can also specify multiple operators and corresponding operands using rule parameters 3504, product settings 3502 and service settings 3503 for corresponding settings to further define different products and services in the rules. In addition, the model room rules can also set the authority to be public or private. Public templates can be referenced to each other. For example, the model 04 in performance 01 has the same order production rules as the model 01 in performance 01, but the product or service attributes are different. In this case, you can refer to the template and use the rules later Parameter 3504, product setting 3502 and service setting 3503 can be set accordingly. In this way, the reuse rate of the model can be improved, greatly improving the flexibility and reusability of the use.

5. The rule engine 350 accepts the call of the performance calculation module 320 or the performance retroactive deduction module 330 to start, and can obtain the various performance index items in effect defined by the performance index items and the rule management module 340, and their The corresponding rule. The rule engine 350 can store or obtain rule parameters 3504, channel settings 3501, product settings 3502, and service settings 3503, and then according to the rule parameters 3504, channel settings 3501, product settings 3502, and service settings 3503, break and process references and parameters between rules Output the result after replacement. For example, the comparison condition is Ki, the operator Oi, and the operand are Vi. You can specify that Ki is substituted with the order date, Oi is imported with the = symbol, and Vi is substituted with the specified date, then the same board rules can be used when executed on different dates. , The rule that automatically calculates the order date as the specified date.

6. The weight calculation module 360 is scheduled to be activated with a regular trigger, or manually triggered to activate (for example: maintenance operation module 310 call activation). The order data in the database 200 can be used, and the hierarchical analysis method is used to calculate the achievement rate and importance according to the target value and actual value of each sales indicator, and then calculate the weight.

Please refer to FIG. 2, which is a flowchart of the sales performance statistical method of the present invention. The method of FIG. 2 may be implemented by the sales performance statistical system 300 shown in FIG. 1. First, in step S201, management or marketing professionals can formulate product portfolio performance indicators. Since the indicators defined at this stage include the subjectivity of the formulator, it may not be possible to formulate the best product combination that can produce the greatest benefit. Then in step S202, as described above, through the mechanism of the present invention, the model of the positive rules for defining performance items is considered by considering the channel and product characteristics, for example, it is possible to formulate an online food-satisfaction performance index, including A data service. Next, in step S203, it can be considered again whether each product characteristic permits sales refund. If there are products or services that are allowed to be returned, you can add a model for defining negative rules for performance items in step S204. Negative rules also allow the combination of different channels, products, and services, and are not tied to positive performance rules. set. For example, in the online food-satisfaction performance indicator, as long as food-satisfied products and a data service are sold or returned within N days after acceptance, this performance should be deducted, and the N value can be dynamically adjusted according to different management decisions. Next, in step S205, a schedule processing time is defined. Then, in step S206, the sales performance statistical system 300 will automatically produce various performance indicators and weighting results. More specifically, the sales performance statistics system 300 can trigger the performance calculation module 330 to perform positive sales performance value statistics on the statistical day order data according to the rules, and trigger the performance retroactive deduction module 330 to perform negative items on the statistical day order data according to the rules Sales performance numerical statistics. Next, the performance calculation module 330 may generate performance indicators according to the positive sales performance numerical statistics and the negative sales performance numerical statistics. The weight calculation module 360 can rank and convert the performance indicators, and calculate the weight result, so as to determine the relative importance of the product portfolios in the statistical day order data according to the weight result. In step S207, the sales performance statistical system 300 will automatically determine whether the weighting result is successfully generated. If it fails, in step S208, the sales performance statistics system 300 will issue an alarm, which can be manually supplemented by manual intervention, and its retroactive deduction mechanism has an order-related interpretation function, which can ensure that any date of retroactive deduction is not affected at any time. Information accuracy. If the weighting result is successfully generated, in step S209, the sales performance statistical system 300 may automatically (or manually by a manager) decide whether to adjust the product mix based on the preset weight of the product mix based on a preset algorithm. For example, the management personnel may refer to the daily sales situation of all-channel all-business product indicators, and in step S210, perform product and personnel effectiveness evaluation. On the other hand, the weighting function of the present invention will be able to feedback to managers on product packaging suggestions for different aspects, and managers can re-modify product performance indicators 301 in an objective way to develop product portfolios that can create greater benefits.

As shown in FIG. 3, FIG. 3 is a flowchart of the operation of the performance calculation module 320 of the sales performance statistics system 300 with product portfolio weight suggestions according to the present invention.

After the performance calculation module 320 is started, in step S301, the effective performance item is obtained first. In step S302, it is determined whether the statistical daily order data in the database 200 exists, otherwise, in step S303, it will be interrupted and an alarm will be issued. If yes, then in step S304, it is judged whether the statistics of the positive sales performance have been performed. If not executed, then in step S306, the calculation-type positive rules of the performance item will be obtained item by item through the rule engine 350. Then, in step S307, the statistical daily order data in the database 200 is used to perform positive item performance statistics and produce the order details. The characteristic information contained in the order details may include performance indicator codes, rule codes, dates, channels, and stores Code, employee code or order number. Next, in step S308, the salesperson's positive sales performance value statistics are performed according to the order details, wherein the characteristic information included in the positive sales performance value statistics includes the performance indicator code, rule code, date, channel, store code, employee code or actual performance value. Finally, in step S309, the result of positive sales performance numerical statistics is output to the database 200. If the positive item sales performance value statistics have been executed, it will first delete the executed positive item sales performance value statistics in step S305, and then perform the positive item performance statistics and produce the order details.

As shown in FIG. 4, FIG. 4 is a flowchart of the performance retroactive deduction module 330 of the present invention during operation.

After the performance retroactive deduction module 330 is started, in step S401, the effective performance item is obtained first. In step S402, it is determined whether the statistical daily order data in the database 200 exists, otherwise, in step S403, it will be interrupted and an alarm will be issued. If yes, then in step S404, it is determined whether the negative sales performance value statistics have been executed. If not, in step S406, the retrospective negative rule of the performance item will be obtained item by item through the rule engine 350. Then, in step S407, the statistical daily order data in the database 200 is taken to perform negative performance statistics and produce the order details, wherein the feature information contained in the order details may include performance indicator codes, rule codes, dates, channels, and stores Code, employee code or order number. Then, in step S408, it is determined whether the order in the statistical day order data has been included in the positive item performance. If not, in step S410, the result of the negative item sales performance value statistics can be directly output. If it is, then in step S409, another order is required. Determine whether the details corresponding to the positive performance in the order data on the statistical day have been marked out and refunded. If it is, the rebate will not be repeated, and the results of the negative sales performance statistics will be output directly in step S410. If not, then in step S411 Write down the details corresponding to the performance of the positive item to avoid repeated deductions in the future if it is manually re-executed. Then, in step S412, the negative sales performance value statistics are performed according to the order details, thereby generating a negative performance value, and finally, in step S410, the negative sales performance value statistical result 336 is output. Through the above mechanism, the performance retroactive deduction module 330 can be manually reworked at any time according to the maintenance requirements, and the accuracy of the statistical data is maintained.

After the performance calculation module 320 and the performance retroactive deduction module 330 are processed, the output result includes the details of the positive performance order, the positive performance value, the negative performance order details, and the deduction of the positive performance value. The characteristic information contained in the output result may include performance indicator code, rule code, date, channel, store code, employee code, actual value, order number or associated order number. In addition to helping to further summarize the actual performance value and the target value for comparison, it is also helpful to track the relationship between orders. Since the rule code is included, it is more conducive to further explore user consumption habits and behaviors.

As shown in FIG. 5, FIG. 5 is a flowchart of the rule engine 350 of the present invention when it runs.

After the rule engine 350 is started, in step S501, the effective performance item is obtained first. Next, in step S502, corresponding performance index items and performance sample rules are obtained item by item, wherein the characteristics associated with the performance sample rules include performance codes, model codes, channel attributes, rule types, rules, permissions, or references. In step S503, it is determined whether the rule is referenced from other rules. If it is, then the referenced other rule is obtained as the rule in step S504. If not, the rule is used. Next, in step S505, corresponding rule parameters are obtained according to the rule content. In step S506, query path, business, product or service settings are defined according to the rule parameters. In step S507, rule reorganization is performed on the rule. For example, the rule parameters can be replaced with new parameters after querying the channel, business, product or service settings by rule parameters. In step S508, the rule is output.

As shown in FIG. 6, FIG. 6 is a flowchart of the weight calculation module 360 of the present invention during operation. First, in step S601, the performance index after the performance calculation module 320 and the performance retroactive deduction module 330 are processed is obtained. In step S602, the achievement rate of each performance index is calculated and converted to importance. For example, taking the performance indicators 01~05 as an example, please refer to Table 2: A Target value: Usually the management level defines the expected number of achievements of each performance B Actual value: Performance result obtained by the system statistics C Achievement rate: The formula is the actual value /The target value is expressed as a percentage. D Importance: Sort 1~n from low to high achievement rate. 1 The expression rate is the lowest, and it will increase gradually. Table II Target value (A) Actual value (B) C achievement rate (B/A)% D Operating units expected to achieve Number of operating units Actual value/target value importance Performance 01 3600 3000 83.33 3 Performance 02 1200 1000 80 2 Performance 03 140 200 142.86* 5 Performance 04 4.5 5 111.11 4 Performance 05 420 300 71.43* 1 And in step S603, the importance of the hierarchical analysis method (Table 3) is compared to the evaluation scale. Table 3 Assessment scale definition Explanation 1 Equally important The importance of both factors is the same 3 Slightly important Based on experience and judgment, a slight preference for a factor 5 Quite important Based on experience and judgment, a strong preference for a factor 7 Extremely important Actually shows that a certain factor is extremely important 9 Absolutely important There is sufficient evidence that a certain factor is absolutely important 2, 4, 6, 8 Median of adjacent scales Compromise value of adjacent scales

Comparing performance 01 and performance 02, the importance gap is 1 (3-2), and the scale is converted to 3 (Table 4: Note 1); if comparing performance 01 and performance 03, the importance gap is -2 ( 3-5), convert the following table to 1/5 (Table 4: Note 2). Table 4 Performance 01 Performance 02 Performance 03 Performance 04 Performance 05 E: geometric mean: multiply the items, open the "item"power; take (a) as an example: (A1*A2*…AN) open the Nth power F: Weight: the average number of each column/average addend E/SUM(E)% (a) Performance 01 1 3 1/5 5 7 1.838416287 21.07 (b) Performance 02 1/2 1 1/4 1/3 3 0.659753955 7.56 (c) Performance 03 5 9 1 3 7 3.936283427 45.12 (d) Performance 04 3 5 1/3 1 7 2.036168005 23.34 (e) Performance 05 1/5 1/3 1/7 1/9 1 0.254046747 2.91 total 8.269462

After the system has calculated all the performance comparisons, in step S604, the geometric mean is calculated for the converted evaluation scale, and the calculation formula is

In step S605, the weight result is calculated according to the geometric mean. Specifically, calculate the result of column E of Table 4 as the following (1*3*1/5*5*7) to the power of column E in Table 4 and calculate the geometric average of all performance in sequence After the value, sum the total and calculate the ratio of each performance to get the weight of each E column divided by sum (column E) to get column F.

The system obtains the corresponding weights based on the performance values of various performance items on a daily or monthly basis through the above calculations, which can provide corporate management level reference to determine the relative importance of multiple product portfolios, and can retry to adjust the product portfolio, for example Repackage several high-weight products into a new product combination package, or combine several high-weight products with a small amount of low-weight products into a new product combination package, and re-establish the product combination in an objective way. Stimulate sales.

Features and effects

The sales performance statistical system and method provided by the present invention with product portfolio weight suggestions has the following advantages when compared with other conventional technologies:

1. The invention can define product portfolio performance index items according to organizational goals, and correspond to multiple positive performance and negative retrospective deduction rules. The same performance index can be based on different channel characteristics and business types, targeting channels, business, products and Attributes such as services are set without corresponding rules and are applicable to complex product and service combinations.

2. The present invention separates attributes such as channels, products and services from the rule template, and the rules between the templates can also be set to be public or private. The public templates can be referenced to each other for convenient management and good scalability. Dynamically adjust the setting parameters and load new setting values.

3. Each module in the maintenance of the present invention can be independently executed without affecting each other, and can perform performance calculations in an automated manner. It can also be recalculated manually by specifying the date. The system will delete the specified date data and recalculate according to the corresponding relationship of the performance item rules Considering the retrospective deduction rules to avoid repeated deduction of data, easy maintenance and management.

4. In addition to general information such as store personnel and orders, the statistical results of the present invention include related rules and associations, so in addition to providing other systems such as reporting systems, salary systems and performance systems, basic key data for further comparison of target values , Weight multiplication or reward and punishment system, etc., in addition to the implementation of performance tracking, improvement and management, it can also more accurately grasp the consumer's consumption behavior, and can also be used as an appropriate assessment before the expansion of the channel.

5. The present invention uses a hierarchical analysis method, which can perform calculations based on performance results, and give different weights to various performance indicators, providing the determination of the relative importance of multiple product portfolios, which can assist enterprise management units to objectively formulate performance indicators, will The focus is on the most influential work activities and from which new product combinations are conceived to create greater value.

Based on the above, the present invention discloses a sales performance statistical system and method with product portfolio weight recommendations, in particular, it can be applied to multiple sales channels, and complex products and service portfolios with different characteristics, according to order sales data and customized The sales performance indicators that do not correspond to the positive and negative product portfolios, calculate the performance values of the store personnel daily, track the effectiveness in a fine-grained manner, and also use the hierarchical analysis method to automatically generate the product portfolio weight recommendation system and method, which can feedback different Oriented product packaging recommendations to avoid the lack of coverage caused by subjective identification when formulating sales performance indicators, managers will be able to re-modify products and sales indicators in an objective way, and develop product portfolios that can create greater benefits to meet the market demand.

The above detailed description is a specific description of a feasible embodiment of the present invention, but this embodiment is not intended to limit the patent scope of the present invention, and any equivalent implementation or change without departing from the technical spirit of the present invention should be included in The patent scope of this case.

Although the present invention has been disclosed as above with examples, it is not intended to limit the present invention. Any person with ordinary knowledge in the technical field can make some changes and modifications without departing from the spirit and scope of the present invention. The scope of protection of the present invention shall be subject to the scope defined in the appended patent application.

10‧‧‧ processor 30‧‧‧storage media 100‧‧‧ Order acceptance system group 200‧‧‧ Database 300‧‧‧Sales Performance Statistics System 310‧‧‧Timing trigger and maintenance module 320‧‧‧Performance Operation Module 330‧‧‧ Performance retroactive deduction module 340‧‧‧Performance index items and rules management module 350‧‧‧ Rule Engine 3501‧‧‧channel setting 3502‧‧‧Product settings 3503‧‧‧Service setting 3504‧‧‧regular parameters 360‧‧‧ weight calculation module S201, S202, S203, S204, S205, S206, S207, S208, S209, S210, S301, S302, S303, S304, S305, S306, S307, S308, S309, S401, S402, S403, S404, S405, S406, S407, S408, S409, S410, S411, S412, S501, S502, S503, S504, S505, S506, S507, S508, S601, S602, S603, S604, S605

FIG. 1 is a schematic diagram of the sales performance statistical system of the present invention and its external database and order acceptance system group. FIG. 2 is a flowchart of the sales performance statistical method of the present invention. FIG. 3 is a flow chart of the performance calculation module of the present invention during operation. FIG. 4 is a flowchart of the performance retroactive deduction module of the present invention. FIG. 5 is a flowchart of the rule engine of the present invention when it runs. FIG. 6 is a flowchart of the operation of the weight calculation module of the present invention.

310‧‧‧Timing trigger and maintenance module

S201, S202, S203, S204, S205, S206, S207, S208, S209, S210

Claims (6)

A sales performance statistical system with product portfolio weight suggestions includes: a storage medium storing multiple modules; and a processor coupled to the storage medium and accessing and executing the modules, wherein the modules Including: trigger and maintenance module at a certain time, provide related settings and trigger performance calculation module, performance retroactive deduction module and weight calculation module at a specific time point every day, and provide maintenance interface for manual designation and independent execution One of the performance calculation module, the performance retroactive deduction module and the weight calculation module; the performance calculation module is activated by scheduling trigger or manual trigger, and corrects the order data on a specific date according to the rules Item sales performance value statistics, and generate performance indicators based on the positive item sales performance value statistics and negative item sales performance value statistics; the performance retroactive deduction module is triggered by scheduling or manual trigger to start, and according to the rules for the specific The order data of the date is used for the statistics of the negative sales performance; a performance indicator project and rule management module to define, store, manage and load the performance indicator project and the rules; a rules engine to obtain channel settings, product settings, Service setting and rule parameters, and execute the query, reference judgment and rule replacement of the performance index item and the rule; and the weight calculation module to rank and convert the performance index and calculate the weight Repeat the result, so as to determine the importance of the product portfolio in the data order according to the weight result. A sales performance statistical method with product portfolio weight recommendation is applicable to a sales performance statistical system with product portfolio weight recommendation, wherein the sales performance statistical system includes a processor that accesses and executes multiple modules, and the modules include timing Trigger and maintenance module, performance calculation module, performance retroactive deduction module, performance index item and rule management module, rule engine and weight calculation module. The sales performance statistics method includes: by the timing trigger and maintenance The module provides related settings and regularly triggers the performance calculation module, the performance retroactive deduction module and the weight calculation module at a specific time point every day, and provides a maintenance interface for manual designation to independently execute the performance calculation module, One of the performance retrogressive deduction module and the weight calculation module; the performance calculation module performs positive sales performance value statistics on the statistical day order data according to the rules; the performance retroactive deduction module according to the rules Perform negative sales performance statistics on the statistical day order data; use the performance calculation module to generate performance indicators based on the positive sales performance statistics and the negative sales performance statistics; through the performance indicator items and rules management Modules, define, store, manage and load performance index items and the rules; use the rules engine to obtain channel settings, product settings, service settings and rule parameters, and perform query, reference judgment of the performance index items and the rules Compliance Replace and output the rule; and use the weight calculation module to rank and convert the performance index, and calculate the weight result, so as to determine the relative importance of the product portfolio in the order data on the statistical day according to the weight result . The sales performance statistical method with product portfolio weight recommendation as described in item 2 of the patent application scope, wherein the step of performing positive sales performance numerical calculation on the statistical day order data according to the rules by the performance calculation module includes: obtaining effective Performance items; if the order data does not exist on the statistical day, interrupt the statistics of the positive sales performance value and issue an alarm; if the order data exists on the statistical day, determine whether the statistics of the positive sales performance value has been executed; if it exists If the executed positive sales performance statistics are deleted, the executed positive sales performance statistics will be deleted; if the executed positive sales performance statistics are not available, the calculated positive rules for the performance item will be obtained; the statistical date Order data to perform positive item performance statistics and produce order details, where the order details include characteristic information including at least one of performance indicator codes, rule codes, dates, channels, store codes, employee codes, and order numbers; according to the Order details carry out the statistics of the positive item sales performance, where the characteristic information included in the positive item sales performance statistics includes the performance indicator code, the rule code, the date, the channel, the store code, the employee code and the actual performance value of At least one of them; and output the statistical result of the positive item sales performance. The sales performance statistics method with product portfolio weight recommendation as described in item 2 of the patent application scope, wherein the step of performing negative sales performance value statistics on the order data on the statistical day by the performance retroactive deduction module according to the rules includes: obtaining Effective performance items; if the order data does not exist on the statistical day, the negative sales performance value statistics are interrupted and an alarm is issued; if the order data exists on the statistical day, it is judged whether the negative sales performance value statistics have been executed; if If there is any negative sales performance statistics, delete the executed negative sales performance statistics; if there is no executed negative sales performance statistics, then obtain the retroactive negative rules for the performance project; the statistics Daily order data is used to perform negative performance statistics and produce order details, where the order details contain characteristic information including at least one of performance indicator codes, rule codes, dates, channels, store codes, employee codes, and order numbers; if If the order in the order data on the statistical day has been included in the positive performance, it is determined whether the details corresponding to the positive performance in the order details have been written off and refunded; if the details corresponding to the positive performance have not been written off, then Note and refund the details; perform statistics on the negative sales performance based on the order details; and Output the result of numerical statistics of the negative sales performance. The sales performance statistical method with product portfolio weight recommendation as described in item 2 of the patent application scope, wherein the steps of outputting the rule by the rule engine include: obtaining effective performance items; obtaining the performance index items and performance sample rules , Where the characteristics associated with the performance sample rules include at least one of performance codes, model codes, channel attributes, rule types, the rules, permissions, and references; determine whether the rules are referenced from other rules, and if so, then Obtain the other rule as the rule, if not, use the rule; obtain the corresponding rule parameters according to the rule; obtain the channel settings, product settings, and service settings according to the corresponding rule parameters; and reorganize the rule and output the rule rule. The sales performance statistical method with product portfolio weight recommendation as described in item 2 of the patent application scope, wherein the step of calculating the weight result by the weight calculation module includes: obtaining the performance indicator; calculating the achievement rate of the performance indicator and Convert the achievement rate to importance; convert the importance to an evaluation scale; calculate the geometric average of the evaluation scale; and calculate the weighting result according to the geometric average.

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