# 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 ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FiKaCRAuLAhQA86K4wPbL%2F5.png?alt=media) 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** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F9urQHUSCb7aTAjrFbYXd%2F7.png?alt=media) 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) ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F8obUceOElrCPEsbo9vOT%2F9.png?alt=media) and edit the **Purchase Order Details** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FABWab7UTEEJ7PmrCfAhr%2F10.png?alt=media) Add the **Sales Representative’s Name** and check the added month’s date in **Date Issued** field and **Save** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FhsYeLJo1c3awskr2H2Ew%2F11.png?alt=media) 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** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Faa3ipS4yVumKJCdq4jU1%2F12.png?alt=media) ## Sales Product Target In the left navigation click on **Target** and select **Product** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FaXOTwHSZaa8RYXf3PT0n%2F13.png?alt=media) In **Sales Product Target** Click on the **+New** button to add a **New Product** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F7Wty21bJssKTiJgCb371%2F14.png?alt=media) Add all the Details (Here you can select the target type as Monthly, Quarterly and annual) and **Save** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FIwJsBGkJob582h5A18RN%2F15.png?alt=media) Here you will see the **Added Products Details** ![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fq1vI129CrYbANdoGtL4x%2F16.png?alt=media)