1.) Salesperson Sales Target List View

Only the Sales Manager can create and manage sales targets for individual Salespersons. This list view displays all created targets along with key fields such as salesperson, target point, period, achievement status, and target amount.

Navigation : Sales → Sales Target → Salesperson Sales Target

2.) Validation Target Amount Must Be Greater Than Zero

The system shows an error when a Sales Manager tries to create a sales target with a target amount of zero. This validation ensures that only meaningful targets are allowed by displaying the message: "Target amount should be greater than 0 (Zero)"

3.) Confirm Sales Target for Sale Order Confirmation

The Confirm button allows the Sales Manager to activate the sales target for a salesperson. Once the target is confirmed, the system starts tracking performance based on confirmed sale orders within the specified period. After confirmation, all fields become read-only, and an automatic email is sent to the salesperson with the target details.

4.) Sales Target Confirmed Action Buttons and Read-only State

After clicking the Confirm button, the sales target moves to the Open state. At this point, all form fields become read-only to prevent changes. Three new action buttons become visible: Close, Send Mail, and Reset to Draft. These allow the Sales Manager to manually send notifications, close the target after the end date, or revert the target to draft if needed.

5.) Sales Target Notification Email to Salesperson

This screen displays the body of the email sent to the salesperson after the sales target is confirmed. It contains detailed information about the target, including the reference number, salesperson name, manager, date range, target point, target amount, and progress. This helps the salesperson stay informed and aligned with their goals.

Navigation : Email → Salesperson related Email

6.) Sales Order Linked with Salesperson Target

When a salesperson confirms a quotation (sales order) within the defined sales target date range, it is automatically linked to the respective sales target. The system updates the target achievement based on the order's value. This ensures accurate and real-time tracking of sales performance under the "Sale Order Confirm" target point.

Navigation : Sales → Sale Order

7.) Warning on Duplicate Sales Target Creation

If a user attempts to create a sales target with the same Target Point Sale Order Confirm for the same salesperson and an overlapping date range, the system raises a warning. This ensures that no duplicate sales targets are assigned for the same period, maintaining data integrity and accurate performance tracking.

8.) Theoretical Achievement Calculation Based on Date

The system calculates the theoretical achievement when the current date falls within the sales target period. This value represents the expected sales achievement up to the current day based on the target amount and duration.
Calculation Steps:
Total days = Number of days between the start date and end date
Current day = Today's day of the month
Theoretical achievement = Target amount divided by total days, multiplied by the current day
Example: If the target amount is 10000 Total days is 30 Today is the 14th day of the month
Then the theoretical achievement = (10000 divided by 30) multiplied by 14 = 4666.67
Status: Above target = Achievement is greater than theoretical achievement
Below target = Achievement is less than theoretical achievement
Completed target = Current date is outside the target period
Theoretical achievement percentage = Theoretical achievement multiplied by 100 divided by the target amount

9.) Target Point Invoice Validation

When the target point is set to Invoice Validation, the system tracks the salesperson's achievement based on validated invoices. Invoices validated within the target date range are automatically included. This ensures progress reflects actual invoiced revenue.

10.) Invoices Linked to Salesperson Target

This view displays all validated invoices linked to the salesperson within the target period. Only invoices posted between the start and end dates contribute to the achievement total. It helps track sales performance accurately based on invoiced revenue.

Navigation : Invoices → Invoices

11.) Duplicate Invoice Validation Target Restriction

If a user tries to create a new target with Target Point Invoice Validation for the same salesperson and overlapping date range, the system raises a warning. This ensures no duplicate or conflicting targets are created for the same period. Only one active target per salesperson is allowed for each target point and date range.

12.) Target Point Invoice Paid

When the target point is set to Invoice Paid, any invoice marked as Paid within the defined sales target period will automatically contribute to the salesperson's target achievement. Only fully paid invoices are considered in the calculation. This helps track actual revenue collection performance.

13.) Cannot Close Sales Target Before End Date

You can only close the sales target after its end date has passed. If you try to close it early, the system will show an error.

14.) Close Sales Target and Notify Salesperson

When the Sales Manager clicks the Close button, the sales target status changes to Closed. All fields become read-only, and only the Send Mail button remains visible. An email is automatically sent to the salesperson with final target details.

15.) Sales Target Notification Email

The system sends an automatic email to the salesperson when the sales target is confirmed or closed. The email includes full details like the target amount, period, achievement status, and current progress. This helps keep the salesperson informed and motivated to meet their goals.

Navigation : Email → Salesperson related Email

16.) Send Mail to Salesperson Manually

Before clicking the Send Mail button, the Sales Manager can review the sales target details. By clicking the button, an email is manually sent to the salesperson with target information. This allows for quick updates or reminders at any stage of the target period.

17.) Manual Email Sent to Salesperson

After clicking the Send Mail button, the system sends an email to the assigned salesperson. The email contains sales target details including target period, amount, and current achievement. This feature allows managers to manually notify or remind the salesperson at any time.

Navigation : Email → Salesperson related Email

18.) Salesperson Targets List View

This screen shows a list of sales targets with important details like target type, start and end dates, achieved amount, and progress status. Salespersons can only see their own sales targets. Only managers or authorized users can view all records for better control and privacy.