Sales Target Report (New Vers.)

The Sales Target Report shows each salesperson’s target, total sales achieved, and the remaining amount needed to meet their goal. It helps track performance and progress towards sales targets.

1. Click on Sales and select 'View Report'

2. Click on Sales Target

3. The Sales Target is how much the salesperson is expected to achieve within a specific period

(To set a sales target, please refer to How to Set Sales Target)

4. The total sales refer to how much the salesperson has successfully made or generated in revenue

5. The total remaining is how much more the salesperson needs to reach the target

6. Select the date range to view sales target progress within the specified period

7. Click on the settings button

8. Filter by salesperson

9. Filter by branch

10. Click on Apply

11. To export the report, click on the three-dot menu

12. Click on Export to Excel or CSV