Define Targets

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

  1. On the home page, click on the “App Builder”
  2. Click on “Settings”.
  3. Click on “Customized App Configurations”.
  4. Click on “Default App”.
  5. Click on “Web App Menu”.
  6. Check the box for “Target vs Achievement” to enable the functionality.
  7. Click “Apply”.
  8. Click “Yes”.

Defining the Targets

Follow the steps to create the targets: Step -2

  1. On the home page, click on the “web App”.
  2. To view Target vs Achievement, click the “”Main Menu icon located at the top-left corner of the screen, then select “Target vs Achievement” from the menu list.
  3. Click the “” button to add the required targets for the sales executive.
  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”.
  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”.
  6. To view all target, click the “” button.
  7. To view the target, click the “View Dashboard” button.