# Target

## Set Targets

In the QuickAppFlow CRM app, there are three types of targets.

1\. Sales Customer Target

2\. Sales Revenue Target

3\. Sales Product Target

## Sales Customer Target

In the left navigation, click on **Target** and select **Customer**

<figure><img src="/files/0E82yyH3pIV3fFCMcywV" alt=""><figcaption></figcaption></figure>

On the **Sales Customer Target** page, click on the **+New** to add a new record

<figure><img src="/files/Wcx7K93idppgUQBo89Kv" alt=""><figcaption></figcaption></figure>

Add all the details (Here you can select the target type as Monthly, Quarterly, and annual) and click on **Save**

<figure><img src="/files/XZQCu9nx6r5JKepkSOSa" alt=""><figcaption></figcaption></figure>

In **Admin dashboard +Sales Team Dashboard**, check the added Target Type and assigned **Sales Representative’s Name**

Here you will find **the Target Number and the Target Achieved**

<figure><img src="/files/GdtM0dzZbHrRhtXcuj9I" alt=""><figcaption></figcaption></figure>

&#x20;To check the target achieved, the target-assigned employee needs to create a customer and add a new customer   &#x20;

To create a customer, in CRM, select Sales and click on Customer

<figure><img src="/files/Z9w33dbh8Ptavmq0f4VI" alt=""><figcaption></figcaption></figure>

On the customer page, click on +New to add a customer

<figure><img src="/files/bBvnncObbyX4FNySNoeR" alt=""><figcaption></figcaption></figure>

Add all the details and **save**

<figure><img src="/files/hrjlSXyFtKFKFqiYFFqy" alt=""><figcaption></figcaption></figure>

New customer will be added to the list

<figure><img src="/files/I0tPOxtnlEPsMJAJqbCm" alt=""><figcaption></figcaption></figure>

Check the added **customer target** in the **Admin dashboard + Sales Team Dashboard**

<figure><img src="/files/UsdWt4Y53tN3EIATCWnk" alt=""><figcaption></figcaption></figure>

##

##

## Sales Revenue Target

In the left navigation click on **Target** and select **Revenue**

<figure><img src="/files/grf1h6x7wyA5OtymWRtQ" alt=""><figcaption></figcaption></figure>

In the **Sales Revenue Target** page click on the **+New** to add a new record

![](/files/oVLLv6mg2RqtsJC4tmkN)

&#x20;Add all the details (Here you can select the target type as Monthly, Quarterly, and annual) and click on **Save**

<figure><img src="/files/Sm1FUCnSzpYm6Ft8u1SS" alt=""><figcaption></figcaption></figure>

Check the added target in the **Admin dashboard + Sales Team Dashboard**

![](/files/ozeOeR0aoP6t9MBUb4Zw)

To check the achieved revenue target, one needs to assign that employee in the sales order as a sales representative.

In the left navigation select **Sales** + **Orders**

<figure><img src="/files/X3KrRGDIlslHXFomw6HF" alt=""><figcaption></figcaption></figure>

Click on the (3 vertical dots) ![](/files/wAWnxDjLaOUJflzMBa0n) and edit the **Purchase Order Details**

![](/files/awFzFC2ZtW72jVectpgU)

Add the **Sales Representative’s Name** and check the added month’s date in **Date Issued** field and **Save**

![](/files/AL0ZqvLQ0x8LS2dyfLFY)

In **Admin dashboard + Sales Team Dashboard**, check the added Target Type and assigned **Sales Representative’s Name**

Where you will find the **Targeted Revenue and Achieved Number**

![](/files/ugOr7z5NhA6gmEREToCB)

## Sales Product Target

In the left navigation click on **Target** and select **Product**

![](/files/h8GkR6Q1iZxddogFQd0H)

In **Sales Product Target** Click on the **+New** button to add a **New Product**

![](/files/bZ1CBlYZk5F0VWu1sH4z)

Add all the Details (Here you can select the target type as Monthly, Quarterly and annual) and **Save**

![](/files/pq3EUqZk7JCweuthpIy0)

Here you will see the **Added Products Details**

![](/files/oYWLyegQGWcpPKYyoJLb)


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