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

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

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

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

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

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

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

Add all the details and save

New customer will be added to the list

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

Sales Revenue Target

In the left navigation click on Target and select Revenue

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

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

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

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

Click on the (3 vertical dots) and edit the Purchase Order Details

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

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

Sales Product Target

In the left navigation click on Target and select Product

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

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

Here you will see the Added Products Details