Generate Sales Target

Generate Sales Target  feature allows you to set and assign sales targets for your team. You can define targets based on criteria such as sales period, sales representatives, and specific goals. It helps in tracking progress and improving sales performance. From here you can set daily ,monthly & yearly sales targets for each salesman.

To generate the sales target, follow the steps below:

• Select Type: Choose the sales target type (Daily, Weekly, Monthly, or Yearly).

Daily Target:

• Date: Select the specific date for which the target will be applicable.

Weekly Target:

• Select Year: Choose the year for which the target is being set.

• Select Week: Pick the week for which the sales target will be applicable.

Monthly Target:

• Select Year: Choose the year for which the target is being set.

• Select Month: Pick the month for which the sales target will be applicable.

Yearly Target:

• Select Year: Choose the year for which the target will be generated.

  
  

Name: You can see the name of the salesman.

Target Amount: Set the target amount for the salesman.

Save: Click to save, and your sales target will be generated successfully.

Is Recurring: This option allows you to set whether the sales target is recurring. If selected, the target will be automatically generated for the specified period (daily, weekly, monthly, or yearly) without having to create it manually each time. By clicking the is recurring checkbox you can generate the sales target automatically.