Defining a Benchmark for a particular Product

You can set the Sales Benchmark for a particular product and customer either from the Benchmark Section or directly while creating a new contact from the Contact Module or Sales Module.

From the Benchmark Section

• Step 1: Go to Sales Module > Products > Benchmark
• Step 2: Click on New

• Step 3: Create the name of the Benchmark and click on “Add a line” from the “Benchmark Section”.

• Step 4: Select the product you want to apply the benchmark on. Fill in the expected revenue and choose the period.


You can select the custom period.

• Step 5: Click on the drop-down arrow and select “Search More.”


A list appears, showing all the time periods, and clicking on the “New” button allows you to create a custom time period.


• Step 6: Choose the Duration and the Duration Unit.

• Step 7: Click on “Save & Close”.

The Benchmark is created.

Assigning the created Benchmark to the customer

• Step 1: Go to the Contact Module and click on “New.”

After you have added the contact details, click on the drop-down in front of Benchmark.

• Step 2: Choose a predefined Benchmark.


You can assign multiple Benchmarks to a single customer for different products.



You can also create a new benchmark while creating a new contact.

Sales Benchmark Reporting

• Step 1: Sales Module > Reporting -> benchmark


The Benchmark report shows the information about the expected and achieved revenue for a product by a particular customer in a predefined time period. This list shows the data for the current period.



You can check the benchmark history in detail. Click on Benchmark history. All the data for the previous definite periods will appear here.