Add a clear sales target for your sales team, to show on the sales board or in reports.
This article covers:
Where to find targets
These can be found in Settings → CRM → Targets. You have to be an administrator to view and change sales targets.
Simply click on a user and add the target.
Choose to set per month, or per week:
Each user can have different currencies which will affect the overall target.
Calculating targets for you
Upsales also offers you the option to calculate targets, based on historical data and the user's sales ratio. Click the calculate target button:
You can filter the list by searching for a specific user or a specific year. You can also toggle previous years' targets.