The monthly sales target is the amount you aim to achieve during the month. You can easily add and track the progress level, making it easier for you to make decisions that contribute to the growth of your sales and achieve your goals.
Steps to Set the Monthly Target
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Go to the homepage.
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Click on the branches field.
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Check the box (✔) next to the desired branch.
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Click on the icon (🖋) below the sales amount.
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Enter the value of the monthly target.
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Click the check mark (✔).
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Repeat the steps for each branch.
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To see the total target: check the box (✔) next to all branches.
When you start sales operations, you will be able to track progress and know the percentage of target achievement.
Frequently Asked Questions
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Can I modify the monthly target after adding it?
Yes, you can modify the target using the same previous steps.
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Can I delete the monthly target?
Yes, using the same previous steps, write (0) in the target field.
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Does not achieving the monthly target affect sales?
The monthly target is used for planning and decision-making, it will not affect sales.
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Can I know the achievement level of the target for each branch separately?
Yes, select the desired branch from the list, the target value and its progress percentage will appear.
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If the month ends without achieving the target, does it automatically carry over to the next month?
The target does not carry over to the next month; it resets automatically at the beginning of each month. You can enter a new target each month.