Sales Target Tracker
This module enables businesses to set, track, and evaluate sales targets for individual salespersons. You can define targets monthly, quarterly, or yearly, and monitor real-time performance with intuitive progress indicators.
Key Features
- Set targets by month, quarter, or year per salesperson.
- Auto-generate lines from confirmed sales or posted invoices.
- View performance with percentage progress and visual cues.
- Allow managers to track multiple reps and export reports in XLSX.
- Users assigned to group 'Sales Target User' will only edit their own records and will not be able to create or delete, or see the chatter section.
- Users assigned to group 'Sales Target Manager' will have access to everyones records. Responsible for creating targets for other users.
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