You can set sales targets for specific companies. An alternative to setting targets for executives, and useful for Account-Based Marketing and sales strategies.
This article covers:
- How to set the frequency of targets
- How to change target amounts
- How to view performance & progress of sales targets
- How to view changes made to targets
How to set the frequency of targets
When you change the frequency, all existing targets are reset
- Open the company card
- Click the arrow next to the create button at the top of the card (its label depends on the tab, for example + Create order), or the + Create button, and choose Create target:
- Or click the Sales tab → Sales target:
- If the target window has several tabs, select Sales target. Growth target and Contribution margin target are separate targets.
- Under Set targets per, choose Year, Quarter or Month
- Add your targets
How to change target amounts
Administrators can always change company targets. For other users, the Company target permission on their role decides. Set it in Settings → Users & roles by editing the role:
- None: the role can't change company targets
- Only own: the role can change targets for companies where the user is account manager
-
Role: the role can change targets for all companies they have access to
How to view performance & progress of sales targets
There are two ways to view sales performance, depending on how granular you want to go:
Option 1) View summary performance in the company card
- Open the company card
- Go to the Sales tab:
- View the company's performance in the reports
Option 2) View detailed performance in the Report Centre
- Open the Report Centre
- Click the +Add widget → Sales:
- Choose to group per company:
The company target is shown only when Company is a grouping, the first grouping is not User or Role, and Account manager is not a grouping. - When viewing:
- Annual targets per month, = divided by 12
- Annual targets per quarter = divided by 4
- Quarterly targets per month = divided by 3