Supercharge Your Team’s Potential with New Botree DMS Features

Running a business comes with its fair share of challenges—whether it’s slow reporting, incomplete performance tracking, or struggling to keep in touch with retailers. Often, these tasks take up valuable time and prevent teams from focusing on what matters most.

But what if there was a simpler way? A way to make reporting faster, tracking more accurate, and communication with retailers effortless?

With the latest updates to Botree DMS, we’ve made all this possible. These improvements are designed to streamline your processes, boost efficiency, and keep everyone in the loop with ease.

Streamlining Reporting: Faster, Cleaner, and More Reliable

For many teams, reporting had become a bottleneck. From struggling to locate the right data sources, to email delivery failures caused by large attachments, and limited filter control—what should have been a simple task often turned into a time-consuming process. In fast-moving environments, every delay in accessing insights is a missed opportunity.

That’s why we’ve introduced a set of focused updates to streamline how reports are created, accessed, and shared.

What’s New:

Organized cubes highlighting the correct data source
Reports will now be sent as email download links.
Enhanced filters for greater control over refining your results precisely.
Easy reorder of reports through a drag & drop feature.
Providing users with multiple report actions: Generate Now, Export to Excel, Export to PDF, and Email scheduling.
Excel exports now auto-fit columns and include the date range in the filename, making reports easier to share and organize

What does this mean for your business:

Quicker access to the right data.
Zero delivery issues, even with large reports.
A more intuitive, cleaner reporting interface for every user.
Greater control over user access and experience.
Streamlined, hassle-free exports, ready for action.

In short, reporting now works the way your business moves—fast, smart, and efficient.

From Eligibility to Payout: End-to-End QPS Visibility

When it come to QPS schemes, teams were often left guessing. Who’s eligible? How much has a retailer earned so far? Has the payout been adjusted—or is it still pending? These questions didn’t have easy answers because RNA reports didn’t capture the full story.

And without clear data, it was hard to measure success or take timely action.

To change that, a new cube has been introduced —“QPS Scheme Utilization”—designed to bring transparency to every stage of the scheme lifecycle.

Now, users can track everything from how many retailers qualified, to how much they achieved midway, to the exact amount they earned by the end. And when payouts are adjusted, the report shows where and when it happened—right down to the invoice number and date!

A new field called QPS Payout Utilization Status makes it easy to see whether a payout is still pending or already applied.

With all this information in one place, teams can stop guessing and start optimizing.

What does this mean for your business:

Clear insight into retailer progress and scheme eligibility.
Confidence in payout tracking, without chasing numbers.
Smarter, data-backed decision-making.
More effective incentive management for stronger results.

With this, QPS tracking is no longer a blind spot—it’s built into your reports, exactly where it belongs!

Closing the Loop: Bringing Non-DMS Users’ Data into Focus

When it comes to performance tracking, every distributor counts. But getting a unified view has always been tricky—especially when some work with DMS and others don’t. Without a consistent approach, measuring progress and planning incentives could get complicated.

That’s why we’ve made achievement tracking smarter!

The system now automatically recognizes whether a distributor uses DMS or not—and adjusts accordingly. For non-DMS distributors, achievements are calculated using order data instead of invoices. This ensures their numbers are captured accurately and reflected across SFA and RNA reports.

What does this mean for your business:

Improved performance visibility across all distributor types by including data from non-DMS users as well.
Accurate achievement tracking, regardless of systems used.
Aligned incentives that reflect true on-ground performance.
More informed planning and decision-making across teams.

Now, no matter how your distributors operate, you’ll always have the full picture.

Boost Retailer Engagement: Effortless Notification Management with Botree DMS

When it comes to reaching retailers with important updates, the right communication channels are crucial. Without a seamless way of sending notifications, the process of keeping retailers informed becomes inefficient and fragmented.

To solve this, we’ve enhanced the notification system within Botree DMS, giving your company the ability to send transactional and custom notifications directly to retailers.

Admins can now create tailored messages with attachments, just like drafting an email and send them directly to the Botree Retailer App for immediate visibility. Whether it’s scheme details, order confirmations, or WhatsApp notifications, your business can communicate with retailers instantly and efficiently from a single platform. The updated ‘Custom Notification’ menu also supports sending messages to email, SMS, and WhatsApp, with the flexibility to design custom templates for the app.

What this means for your business:

Timely, reliable communication with retailers.
Custom messages and updates sent automatically.
Improved engagement with real-time notifications.

Delivering the right message to your retailers is now faster, clearer, and more streamlined than ever.

Imagine a day where everything you need is right at your fingertips—reports that are quick and reliable, performance data that’s always accurate, and seamless communication with your retailers.