Reports by Target

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

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

Add all the required details and Save

Newly added record will be at the top of the list

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

Select Target in the dropdown and select Target type

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

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