Targets
Setting Custom Target Dates
To set up custom target dates within the system, follow these steps: 1. Navigate to Step 3 (Period) in Target setup. 2. Select Custom Target Date as the option. 3. Click Create Lookup Table to proceed. 4. The system will redirect to the Lookup Table ...
Case insensitivity on lookup table data
By default, lookup table data is case-sensitive. The system allows importing multiple values with different case sensitivities. See the example below: However, if you select 'Not Case Sensitive' in the 'Edit Table' section, only one value will be ...
Importing users into a target
The system now allows you to import users into a target. This feature is particularly useful when a large number of users need to be added. To utilize this feature, follow the steps below: 1. Navigate to "Targets" from the main menu. 2. Edit the ...
Target user shortcuts
1. Editing users within the target no longer requires navigating to the "Edit Target" option. Streamline the process by clicking directly on the user's box, selecting/removing users from a pop-up list, and updating the list. 2. Access the target ...
How to create individual product targets or a total product revenue target
Go to 'Targets' and click on the 'Add Target' button. Type your target name and select target type 'Product Unit Sales Revenue'. Select the 'Target Based On'. i. Select 'Individual Products' if you have individual revenue targets for each product ii. ...
How to create a target that must be achieved before commissions are paid
Go to 'Targets' and click on the 'Add Target' button. Type the target name and select target type. Click on 'Next' to add target group. Click on 'Next' to add period for the target. Click on 'Save Target'. Click on 'Add Commission'. Now, create your ...
How to create sales performance goals
This is same as you create a target here. If for e.g. it's based on revenue, then add your revenue amount If based on products, then add your products
How to create a target
Go to 'Targets' from menu options and click on 'Add Target'. Fill in all the necessary details and click on 'Save Target'.