Sales Team Target Management

Features:

Sales Team Target Vs. Actual helps you set a target in multiple currencies.

This module fetches the report for multiple months and year along with their target.

A provision provided to compare the report with your previous year to check your Sales Team performance.

Sales Team Target Vs. Actual works perfectly in multi-company architecture.

You can also view the Actual in the Form month wise, which also displays the pending Amount.

Benefits

Indications on Off – Target , When a Sales Person does not meet the Target, The Line Item Turns Red. When a Sales Person achieves more than his target, The Line Item Turns Green.
When you create Target, Name of the record will be automatically generated. Eg. If you are creating target for the month of December 2019 and for the Currency Euro , The Record Name displays December 2019 – EUR
Options like View Report with Tax Amount (or) without Tax Amount , Select Particular Sale Person(s) (or) View all Sales Person’s Report, View Report for required Currencies or all currencies are provided to facilitate the use of Sales Team Target Vs. Actual.
You can compare your Sales Team Performance by comparing it with the previous Year.

Workflow:

Step1: Setting Up Target for the Month of November 2019

Step2:Viewing the Actual, Differences are Highlighted

Step:3 Wizard with the following options

Step4: Report in Pivot View