Define Targets

Follow the steps to enable the Target vs Achievement functionality: Step-1

  1. On the home page, click on the “App Builder”wps141 1264322673
  2. Click on “Settings”.wps142 841967921
  3. Click on “Customized App Configurations”.wps143 919492145
  4. Click on “Default App”.wps144 2027831963
  5. Click on “Web App Menu”.wps145 231950191
  6. Check the box for “Target vs Achievement” to enable the functionality.wps148 1667632457
  7. Click “Apply”.
  8. Click “Yes”.wps147 165741511

Defining the Targets

Follow the steps to create the targets: Step -2

  1. On the home page, click on the “web App”. wps149 594094195
  2. To view Target vs Achievement, click the “wps150 1710116116”Main Menu icon located at the top-left corner of the screen, then select “Target vs Achievement” from the menu list.wps151 1311850400
  3. Click the “wps152 605240543” button to add the required targets for the sales executive.wps153 813206905
  4. Step 1: Define the target.
    • Enter “Name” as Sales Target.
    • Enter a “Description”.
    • Click the “Target Type” dropdown and select Absolute.
    • Click the “Period” dropdown and select Monthly.
    • Choose the “Start Date” and “End Date”. When you select the Monthly period, the system automatically selects the current month based on the chosen dates.
    • Enter the “Target Value” as 50,000.
    • Click the “Target Relates To” dropdown and select Custom Entity.
    • Click the “Calculate As” dropdown and select Sum.
    • Click the “Select Custom Entity” dropdown and choose Lead.
    • Click the “Custom Entity Fields” dropdown and select Ticket Value.
    • Click “Next”.wps154 1103572413
  5. Step 2: Assign Target
    • Click the “Assign Target To” dropdown and select Individual.
    • Enter the “Target Value” as 50,000.
    • Click the “Name” dropdown and select Sales Associate.
    • Enter the “Target Breakup” as 50,000.
    • Click “Save”.wps155 529325358
  6. To view all target, click the “wps156 1077644084” button.wps157 1186905233wps158 1818236947
  7. To view the target, click the “View Dashboard” button.wps159 1348686114