CRM
Sales targets
Set monthly or quarterly goals for each salesperson or team and watch progress against them.
Who can use it
Managers set targets; salespeople see their own progress. Needs the sales-target permission.
Where: CRM → Sales targets.
The screen
| Element | What it does |
|---|---|
| Month / Quarter | Choose the period type |
| Previous period, This period, Next period | Move through time |
| Set a target | Add a target |
| Copy to next period | Copies this period's targets forward ("n targets copied") |
| Progress cards | Target, Actual, Progress, and a marker such as "n% of the period has passed" with On track or Behind pace |
| Average attainment | Mean progress across the targets shown |
| Attainment report | Table of attainment per person or team |
Target fields
| Field | Meaning |
|---|---|
| Who | Salesperson or Team (a team shows its member count) |
| Metric | Deal value won, Deals won, Calls made, New leads |
| Period and Starts in | Month or quarter, and which one |
| Target | The number to reach |
Set a target
- Open Sales targets and choose Month.
- Click Set a target.
- Choose Who = Salesperson "Tanvir", Metric = Deal value won, Target = 500000.
- Save. Actual figures fill in from won deals automatically.
- Next month click Copy to next period instead of retyping.
Example scenario
A Dhaka ISP sets October targets: each of 4 salespeople has 500,000 BDT deal value won and 40 new leads. On the 20th of the month (65% elapsed) Tanvir has 38% and shows Behind pace. His manager checks the Attainment report.
Tips and FAQ
- Also set Calls made targets for outbound teams; calls are counted automatically.
- Actual stays at zero. Deals only count when marked Won in the period.
- The deal reports page shows Targets this period next to the win/loss numbers.