Set goals for sales teams

Set quote, sales, billing, and payment goal amounts in the current and previous month.

You can also see the amount you currently have for each goal.

By establishing these quantities, the percentage bars of said goals will be displayed in the sales teams kanban view.

Demo video

In this video you will be able to see how when making a quote the amount of the goal of that point is increased, then when validating it you will see how said goal increases, then how we can invoice a sale for another month and our percentage will increase, as well as pay an invoice From another month our percentage bar will increase.

You can also see the amount you currently have for each goal.