Map based graphical user interface for identifying sales targets and determining sales potential

• US 10,540,668 B2
• Filed: 03/31/2017
• Issued: 01/21/2020
• Est. Priority Date: 03/31/2017
• Status: Active Grant

• Current Assignee: ASK Chemicals LLC
• Original Assignee: ASK Chemicals LLC
• Inventors: Hoertz, Charles Conley
• Primary Examiner(s): Jarrett, Scott L
• Application Number:
  US15/475,972
• Publication Number:
  US 20180285907A1
• Time in Patent Office: 1,026 Days
• CPC Class Codes: G06Q 30/0205 Location or geographical consideration

Abstract

A system and method for facilitating the identification of potential sales targets by tracking and providing sales target and sales data in an interactive, unified, graphical and coded fashion. The system is adapted to assist sales associates traveling in the field to identify sales targets, and their sales potential, easily, interactively, graphically, and in a unified manner. The specific structure and layout of the graphical user interface provides new functionality to the user and aids the user in quickly and efficiently providing a graphical and unified map view of potential sales targets coded by icon shape and color, where the color of the icon is determined by the sales potential of the sales target.

Claims

1. A method for tracking and facilitating the identification of sales targets, the method comprising the steps of:

displaying, in a graphical user interface on an electronic display, an image of a map of a geographic region encompassing a sales region;

retrieving, from one or more electronic storage devices, target data regarding a plurality of sales targets, wherein said target data comprises a geographic location, sales potential, company identity information, and assigned sales representative information associated with each of the plurality of sales targets;

dynamically displaying, on said map, a first plurality of selectable icons, wherein each of the first plurality of selectable icons are depicted on the map at a position substantially corresponding with the geographic location for the sales target, and with a first indicator representing sales potential for the sales target as falling within a first predetermined monetary range;

dynamically displaying, on said map, a second plurality of selectable icons, wherein each of the second plurality of selectable icons are depicted on the map at a position substantially corresponding with the geographic location for the sales target, with a second indicator representing sales potential for the respective sales target as falling within a second predetermined monetary range, the second predetermined monetary range being lower than the first predetermined monetary range;

in response to a selection of a particular one of the plurality of selectable icons, displaying, in a first region in a first window on the graphical user interface, a visualization depicting the sales potential of the selected sales target as a portion of the sales of a representative company, company identity information for said selected sales target, and assigned sales representative information for said selected sales target;

displaying a selectable reporting icon;

in response to a selection of the selectable reporting icon, displaying an additional window on the graphical user interface;

displaying in the additional window a plurality of prompts for entering information about the sales target associated with the selected icon;

storing the entered information as target data associated with the selected icon;

dynamically displaying the entered information in the visualization.

2. The method of claim 1, wherein dynamically displaying means to display the information automatically as the underlying target data changes and wherein there is a time lag between the time the target data is changed to the time the displayed information is updated.

3. The method of claim 1, further comprising the steps of:

dynamically displaying, on said map, a third plurality of selectable icons each as a first shape, wherein each of the third plurality of selectable icons are depicted on the map at a position substantially corresponding with the geographic location for the sales target, and wherein each of the third plurality of selectable icons are associated with distributors; and

dynamically displaying, on said map, a fourth plurality of selectable icons each as a second shape, wherein each of the fourth plurality of selectable icons are depicted on the map at a position substantially corresponding with the geographic location for the sales target, and wherein each of the fourth plurality of selectable icons are associated with direct sales targets and not distributors.

4. The method of claim 1, further comprising the step of:

displaying, in a second region in the first window on the graphical user interface, a bar graph having a first bar portion dynamically representing actual or estimated sales of a particular product line of the sales target associated with the selected particular icon and a second bar portion dynamically representing potential sales of the particular product line of the sales target associated with the selected particular icon.

5. The method of claim 4, wherein the bar graph is in a circular shape and wherein the bar portion is concentric with the second bar portion.

6. The method of claim 1, further comprising the step of:

displaying a selectable filter icon;

in response to a selection of the selectable filter icon, displaying, on the graphical user interface, a second window;

displaying, in the second window, a plurality of selectable filter factors, the filter factors comprising sales representatives, sales potential, and sales territory.

7. The method of claim 6, further comprising the step of:

in response to selecting one of the plurality of selectable filter factors, displaying on the map only those selectable icons associated with target data corresponding to the selected filter factor.

8. The method of claim 7, wherein the selectable filter factors further comprise industry served, metal type, product line, and molding process.

9. The method of claim 7, further comprising the step of:

in response to selecting the sales potential filter factor, displaying a first selectable range of sales potential and a second selectable range of sales potential.

10. The method of claim 9, further comprising the step of:

in response to selecting the first selectable range of sales potential, displaying on the map only those selectable icons associated with target data indicating a sales potential that falls within the first range of sales potential.

11. The method of claim 7, further comprising the step of:

in response to selecting the sales territory filter factor, displaying a first selectable sales territory and a second selectable sales territory.

12. The method of claim 7, further comprising the step of:

in response to selecting the sales representative filter factor, displaying a selectable name of a first sales associate and selectable name of a second sales associate;

in response to selecting the selectable name of a first sales associate, displaying on the map only those selectable icons associated with target data indicating an assigned sales representative matching the first sales associate.

13. The method of claim 7, further comprising the step of:

in response to selecting the sales representative filter factor, displaying a selectable name of a first sales associate and selectable name of a second sales associate;

in response to selecting the selectable name of a first sales associate and the selectable name of the second sales associate, displaying on the map only those selectable icons associated with target data indicating an assigned sales representative matching the first sales associate or the second sales associate;

providing a color toggle feature that displays the selectable icons representing the location of potential sales targets that are assigned to the first sales associate in a first color and displays the selectable icons representing the location of potential sales targets that are assigned to the second sales associate in a second color.

14. The method of claim 1, further comprising the step of:

dynamically displaying in the map a bar graph having a bar portion representing actual or estimated sales of the sales target associated with the selected icon and a second bar portion representing the sales potential of the sales target associated with the selected icon.

15. The method of claim 1 wherein the first indicator comprises a first color and the second indicator comprises a second color.

16. The method of claim 1 further comprising the steps of:

receiving, from a user device, a user location; and

dynamically displaying the geographic region to correspond with the received user location.