How to Check and Monitor Sales Target (New Vers.)

Modified on Fri, 25 Apr at 3:20 PM

How to Check and Monitor Sales Target (New Vers.)

The Sales Target measures current sales revenue and compares that to a target or past performance. The sales target can be set as either a monetary value, number of units sold. Monitoring sales performance against targets is a core tenet of any sales management strategy and is instrumental in creating a data-driven culture. 


Why we have to set sales targets? 

Setting a sales target is ensuring it’s visible to the entire team. Designing an effective sales target visual can have a huge impact. With the sales target feature, it may bring you to monitor and tell how sales are performing instantly. At the same time, it motivates your sales team to achieve the sales target.



1. You may find your sales target on your Dashboard

You may find your sales target on your Dashboard



2. Click on Customize Dashboard

Click on Customize Dashboard



3. Click on Add Widget

Click on Add Widget



4. Select Sales Target

Select Sales Target



5. Click on Next

Click on Next



6. Click on Save

Click on Save



7. To view the sales target report, click on Sales and select 'View Report'

To view the sales target report, click on Sales and select 'View Report'



8. Click on Sales Target

Click on Sales Target…



9. To know more about the sales target report, please refer to Sales Target Report

To know more about the sales target report, please refer to



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