Targets
Sales goals per person, team or territory.
Overview
A target sets an amount for a period. The list shows the target, what has been achieved and the attainment percentage, calculated from confirmed orders.
When to use targets
- You set quarterly or annual quotas.
Step by step
In the Sales module open Sales Management in the green navigation bar, then choose Targets under Sales Ops.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
What you see on the screen
- Columns: APPLIES TO, PERIOD, TARGET, ACHIEVED, ATTAINMENT.
- Actions on the screen: New Target.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- sales.target.create
- sales.target.delete
- sales.target.read
- sales.target.update
- sales.targets.manage
- sales.targets.view