SIRWSLS005A
Analyse and achieve sales targets

This unit describes the performance outcomes, skills and knowledge required to set, analyse and achieve personal sales targets to guide performance and monitor the progress of sales against business objectives.

Application

This unit requires frontline sales personnel to identify factors affecting sales performance, review and analyse personal sales outcomes against agreed sales targets and implement strategies to attain sales targets according to business policy and procedures.


Prerequisites

Nil


Elements and Performance Criteria

ELEMENT

PERFORMANCE CRITERIA

1

Analyse sales targets.

1.1

Confirm team sales targets according to business policy and procedures.

1.2

Analyse personal sales targets against agreed parameters.

2

Determine factors affecting attainment of sales targets.

2.1

Regularly monitor progress towards sales targets.

2.2

Evaluate factors affecting sales performance against the agreed sales targets.

2.3

Anticipate and address factors likely to impinge upon attainment of sales targets.

2.4

Approve amended or new sales targets according to business policy and procedures.

3

Attain sales targets.

3.1

Attain or exceed sales targets under normal circumstances.

Required Skills

This section describes the essential skills and knowledge and their level, required for this unit.

The following skills must be assessed as part of this unit:

collecting, analysing and organising information to:

confirm and implement sales targets

establish personal sales targets against agreed parameters

monitor progress towards sales targets

determine factors affecting sales performance

personal task and priority planning

time management

verbal and non-verbal interpersonal communication skills

literacy and numeracy skills to:

review personal sales outcomes

read and interpret information

document procedures for improving sales.

The following knowledge must be assessed as part of this unit:

parameters determining successful attainment of personal sales targets

factors affecting sales

territory characteristics and features

types of business customers

range of products and services

customer needs

relevant business policy and procedures

business plans and targets affecting personal sales targets

business policy and procedures

OHS aspects of job

relevant consumer law, commercial law and legislation.

Evidence Required

The evidence guide provides advice on assessment and must be read in conjunction with the performance criteria, required skills and knowledge, the range statement and the Assessment Guidelines for this Training Package.

Critical aspects for assessment and evidence required to demonstrate competency in this unit

Evidence of the following is essential:

collects and organises information to review and analyse personal sales outcomes against agreed sales targets according to business policy and procedures

identifies factors affecting sales performance and develops strategies to attain sales targets

Context of and specific resources for assessment

Assessment must ensure access to:

a wholesale work environment

relevant documentation, such as:

business policy and procedures

business plans and objectives

access to a range of customers with different requirements

Methods of assessment

A range of assessment methods should be used to assess practical skills and knowledge. The following examples are appropriate for this unit:

observation of performance in the workplace

third-party reports from a supervisor

customer feedback

written or verbal questioning to assess knowledge and understanding

Holistic assessment with other units relevant to the industry sector, workplace and job role is recommended.

Assessing employability skills

Employability skills are integral to effective performance in the workplace and are broadly consistent across industry sectors. How these skills are applied varies between occupations and qualifications due to the different work functions and contexts.

Employability skills embedded in this unit should be assessed holistically in the context of the job role and with other relevant units that make up the skill set or qualification.


Range Statement

The range statement relates to the unit of competency as a whole. It allows for different work environments and situations that may affect performance. Bold italicised wording in the performance criteria is detailed below.

Sales targets may vary according to:

product or service

merchandising and sales strategy

sales strategy

promotional strategies and their duration, cycle, territory coverage and product or service focus.

A team may include:

small work teams

business team

full-time, part-time, casual or contract staff

people with varying degrees of language and literacy

people from a range of cultural, social and ethnic backgrounds

people with a range of responsibilities and job descriptions.

Business policy and procedures in relation to:

sale of products and services

sales planning and evaluation

approval processes

interaction with customers

interaction with colleagues.

Agreed parameters may include:

volume

price

territory

customer accounts

trading terms

market share

customer satisfaction.

Factors affecting sales performance may include:

customer requirements

market share

competitor activities

quality of products or services

presentation or merchandising of the product

associated sales

associated promotions

promotional tie-ins or co-location

merchandise availability

logistics.


Sectors

Sector

Wholesale


Competency Field

Sales


Employability Skills

The required outcomes described in this unit contain applicable facets of employability skills. The Employability Skills Summary of the qualification in which this unit is packaged will assist in identifying employability skills requirements.


Licensing Information

Not applicable.