> For the complete documentation index, see [llms.txt](https://help.quickappflow.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.quickappflow.com/product-guides/field-sales/reports-by-target.md).

# Reports by Target

To set a **sales visit target**, in **CRM**, select Target and click on **Visit**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fd8QWLwfGnFvf5qQ1G6M8%2F0.png?alt=media)

In the **Sales Visit 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%2FLMTPClyMaWPDQy3soETI%2F1.png?alt=media)

Add all the required details and **Save**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FdLbxYGTcKeV4OxUryBK0%2F2.png?alt=media)

Newly added record will be at the top of the list

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2F6QCGjKBflHI03DtOGGsp%2F3.png?alt=media)

To check the added target, select the **Field Sales + Dashboard**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FFL0CJSWQbhFjUWumOdBt%2F4.png?alt=media)

Select **Target** in the dropdown and select **Target type**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2Fn3R3KZdkh1nADaKhhzoC%2F5.png?alt=media)

Check the assigned **Sales Agent’s Name** and added **Visit Target**

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FJ3wyIOh93vS0vfb96MVv%2F6.png?alt=media)

As the sales agent completes his site visits, the **target** is achieved

![](https://531923687-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnhvnNmu6p9CSODwQTjgf%2Fuploads%2FHt4sbLvsse6xDjLz6IPS%2F7.png?alt=media)