Partners, associates and sales targets

When goods are sold through associates as well as directly, two questions arise that a spreadsheet does not solve for long: who is allowed to see what, and by what the result is measured.

SoftCave platform executive report: business indicators, channel efficiency, sales funnel drop-off and delivery risksCOMMERCE INTELLIGENCE | EXECUTIVE EMAIL BRIEFRecipient: Owner / Managing DirectorSTRATEGIC FILTERS & BUSINESS RULESRule: High Traffic / Low ConvFunnel Leak: Checkout drop > 40%Risk: cash-on-delivery returns > 8%Monthly report (May 2026)Export PDF report1KEY BUSINESS INDICATORS (EXECUTIVE KPI SNAPSHOT)REVENUE REALISED (ERP)0 €32.400 €76.850 €114.200 €138.900 €142.500 €▲ +8.2% (vs GA4 ordered: €158k)NET CONTRIBUTION (MARGIN - ADS)0 €6.500 €15.800 €23.400 €28.200 €Gross margin: €44,745 (31.4%)BLENDED CAC / AVERAGE BASKET0.00 € / 0.00 €2.10 € / 45.00 €4.50 € / 61.20 €5.42 € / 68.50 €CAC/AOV share: 7.9% | Free delivery threshold: €80ORDER FULFILMENT RATE0.0%42.5%68.0%81.3%88.4%▼ 11.6% cancellations / 4.2% courier returnsPOAS (PROFIT ON ADS)0.00x1.20x2.15x2.85xROAS: 4.8x (Healthy cash flow)2CHANNEL EFFICIENCY AND ACQUISITION PROFITABILITYCHANNELSESSIONSCONV. %REALISEDROASPOASSTRATEGIC DECISIONPaid Search (Google)42.500 (34%)2.45%42.470 €4.8x1.62xScale budget +15%Paid Social (Meta)35.000 (28%)1.18%24.700 €2.4x0.88xReduce / switch off ad setOrganic Search (SEO)27.500 (22%)3.10%38.250 €--Strengthen SEO categoriesEmail / loyalty base13.750 (11%)5.20%23.200 €14.2x4.80xIncrease frequencyDirect / Referrals6.250 (5%)2.80%8.380 €--Track retentionOwner's view: Email brings the highest net margin at minimal CAC. Meta campaigns need their audience reviewed.3ECOMMERCE FUNNEL DROP-OFF (GA4)1. PRODUCT VIEWS125,000 sessions100%2. ADD TO CART10,500 sessions8.4%3. INITIATE CHECKOUT5,460 sessions4.3%4. PURCHASE3,047 orders (Overall conv: 2.43%)▼ Drop-off 91.6% (adds to basket: 8.4%)▼ Cart abandonment: 48.0% (delivery costs)▼ Checkout drop-off: 44.2% (mobile form)Profit lost at checkout: ~€18,500 in potential margin lost at the checkout step.4PROMOTION RANGE AND STOCK HEALTH[HIGH TRAFFIC / LOW CONV]SKU: 4892 - Tech Pro winter jacket1,420 visits | Conv: 0.42% | Stock: 84 pcs | Capital tied up: €4,200Decision: Cut the price by 10% to speed up turnover and free up cash flow.[HIDDEN GEM / HIGH MARGIN]SKU: 1042 - FastCharge wireless charger180 visits | Conv: 6.20% | Gross margin: 42% (€18 per unit)Decision: Move to position #1 in the category and increase the Google Shopping budget.[DEAD STOCK / NO SALES > 60 DAYS]14 SKUs (seasonal products)Total tied up at cost price: 12.450 € with no working capitalDecision: Create an outlet bundle and free up warehouse space.[RETURNS & MISSED DEMAND]SKU: 7711 (S3 trainers - returns 24%) | Enquiry: two-piece black412 searches with no results (estimated loss ~€3,200 in turnover)Decision: Fix the size chart for SKU 7711; add the requested range to purchasing.5CHARTS: DEVICES & COURIER RISK BY CITYDevice imbalance: share of visits vs revenue realisedVisits (%)Revenue (%)Mobile74% visits40% of revenueDesktop26% visits60% of revenue! Owner risk: 34% of revenue lost on phones because of how long checkout takes.Courier risk: rate of refused cash-on-delivery parcelsTOLERANCE THRESHOLD (8%)Belgrade2.1% (48% of shipments)Novi Sad2.8% (18% of shipments)Kragujevac4.2% (10% of shipments)Niš & South9.4% OVER THRESHOLDCash flow protection: SMS verification for cash on delivery enabled for red-zone cities (>8%).

A partner has their own account in the system, their own users and access only to what concerns them. On top of that sales targets are set, so the result is tracked from the same data the selling happens in.

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What you actually get

An account for the partner

The partner gets access with their own company, address and contact details, and sees only what is theirs.

Several users per partner

At larger partners several people work. Each gets their own account, within the same partner access.

Targets by category and brand

The target is set per user, category or brand, instead of one aggregate figure that tells nobody what to do.

Tracking fulfilment

Achievement is calculated from actual orders, so there is no separate spreadsheet filled in at the end of the month.

A basis for settlement

Data on sales achieved serves as the basis for commission settlement, without adding up statements by hand.

Common questions

How does this differ from the B2B portal?

The B2B portal is meant for buyers ordering for themselves, with their own price lists. Here it is about associates you sell through, and about measuring their result.

Does a partner see other people's data?

They do not. Access is limited to their own orders, customers and results.

Can targets be changed mid-month?

They can, and the change stays recorded in the change log.

Is commission calculated automatically?

The system provides the basis for settlement from sales achieved, while the payout is kept in your accounting.

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