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Sales Target Management
Easily set and manage sales targets for individual salespersons and entire sales teams, tracking real-time performance through sales orders, invoices, and payments. Visual progress indicators and detailed reports help monitor achievement and keep goals on track. Automated email notifications keep salespersons and team leaders informed and motivated throughout the sales cycle. Prevent duplicate or overlapping targets with validation features to maintain data accuracy. Supports multi-company and multi-currency environments for efficient sales management across regions.
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Features
Set Clear Sales Targets for Teams & Individuals
Define and manage sales goals for each salesperson or team over any period. Easily track targets in multi-company and multi-currency environments. Ensure every goal is meaningful with validations preventing zero-value targets.
Real-Time Progress Tracking & Achievement Comparison
Automatically track performance based on Sale Orders, Invoice Validations, or Paid Invoices. Compare theoretical achievement vs. actual results to stay on track. Visual progress indicators highlight Above Target, Below Target, or Completed Target status.
Automated & Manual Email Notifications
Automatically send target assignment and progress emails when confirmed or closed. Option to manually send reminder emails at any time with one-click. Keeps salespeople informed and aligned with their objectives.
Duplicate Target Prevention & Data Integrity
System prevents creation of overlapping or duplicate sales targets per salesperson or team. Ensures consistent, accurate performance tracking and avoids conflicts. Validation enforced on target amounts and unique period assignments.
Comprehensive Performance Reporting
View clear performance metrics including total sales, invoiced amounts, and achievement percentages. Detailed lists of linked Sale Orders and Invoices help monitor progress. Read-only states ensure data integrity after target confirmation.
Effortless Multi-Currency & Multi-Company Support
Assign specific currencies per target for seamless multi-company setups. Supports businesses operating across different regions without extra effort. Tracks revenue in local or company currency with real-time conversion.
Screenshot
1.) Salesperson Sales Target List View
Only the Sales Manager can create and manage sales targets for individual Salespersons. This list view displays all created targets along with key fields such as salesperson, target point, period, achievement status, and target amount.
Navigation : Sales → Sales Target → Salesperson Sales Target
2.) Validation Target Amount Must Be Greater Than Zero
The system shows an error when a Sales Manager tries to create a sales target with a target amount of zero. This validation ensures that only meaningful targets are allowed by displaying the message: "Target amount should be greater than 0 (Zero)"
3.) Confirm Sales Target for Sale Order Confirmation
The Confirm button allows the Sales Manager to activate the sales target for a salesperson. Once the target is confirmed, the system starts tracking performance based on confirmed sale orders within the specified period. After confirmation, all fields become read-only, and an automatic email is sent to the salesperson with the target details.
4.) Sales Target Confirmed Action Buttons and Read-only State
After clicking the Confirm button, the sales target moves to the Open state. At this point, all form fields become read-only to prevent changes. Three new action buttons become visible: Close, Send Mail, and Reset to Draft. These allow the Sales Manager to manually send notifications, close the target after the end date, or revert the target to draft if needed.
5.) Sales Target Notification Email to Salesperson
This screen displays the body of the email sent to the salesperson after the sales target is confirmed. It contains detailed information about the target, including the reference number, salesperson name, manager, date range, target point, target amount, and progress. This helps the salesperson stay informed and aligned with their goals.
Navigation : Email → Salesperson related Email
6.) Sales Order Linked with Salesperson Target
When a salesperson confirms a quotation (sales order) within the defined sales target date range, it is automatically linked to the respective sales target. The system updates the target achievement based on the order's value. This ensures accurate and real-time tracking of sales performance under the "Sale Order Confirm" target point.
Navigation : Sales → Sale Order
7.) Warning on Duplicate Sales Target Creation
If a user attempts to create a sales target with the same Target Point Sale Order Confirm for the same salesperson and an overlapping date range, the system raises a warning. This ensures that no duplicate sales targets are assigned for the same period, maintaining data integrity and accurate performance tracking.
8.) Theoretical Achievement Calculation Based on Date
The system calculates the theoretical achievement when the current date falls within the sales target period. This value represents the expected sales achievement up to the current day based on the target amount and duration.
Calculation Steps:
Total days = Number of days between the start date and end date
Current day = Today's day of the month
Theoretical achievement = Target amount divided by total days, multiplied by the current day
Example: If the target amount is 10000 Total days is 30 Today is the 14th day of the month
Then the theoretical achievement = (10000 divided by 30) multiplied by 14 = 4666.67
Status: Above target = Achievement is greater than theoretical achievement
Below target = Achievement is less than theoretical achievement
Completed target = Current date is outside the target period
Theoretical achievement percentage = Theoretical achievement multiplied by 100 divided by the target amount
9.) Target Point Invoice Validation
When the target point is set to Invoice Validation, the system tracks the salesperson's achievement based on validated invoices. Invoices validated within the target date range are automatically included. This ensures progress reflects actual invoiced revenue.
10.) Invoices Linked to Salesperson Target
This view displays all validated invoices linked to the salesperson within the target period. Only invoices posted between the start and end dates contribute to the achievement total. It helps track sales performance accurately based on invoiced revenue.
Navigation : Invoices → Invoices
11.) Duplicate Invoice Validation Target Restriction
If a user tries to create a new target with Target Point Invoice Validation for the same salesperson and overlapping date range, the system raises a warning. This ensures no duplicate or conflicting targets are created for the same period. Only one active target per salesperson is allowed for each target point and date range.
12.) Target Point Invoice Paid
When the target point is set to Invoice Paid, any invoice marked as Paid within the defined sales target period will automatically contribute to the salesperson's target achievement. Only fully paid invoices are considered in the calculation. This helps track actual revenue collection performance.
13.) Cannot Close Sales Target Before End Date
You can only close the sales target after its end date has passed. If you try to close it early, the system will show an error.
14.) Close Sales Target and Notify Salesperson
When the Sales Manager clicks the Close button, the sales target status changes to Closed. All fields become read-only, and only the Send Mail button remains visible. An email is automatically sent to the salesperson with final target details.
15.) Sales Target Notification Email
The system sends an automatic email to the salesperson when the sales target is confirmed or closed. The email includes full details like the target amount, period, achievement status, and current progress. This helps keep the salesperson informed and motivated to meet their goals.
Navigation : Email → Salesperson related Email
16.) Send Mail to Salesperson Manually
Before clicking the Send Mail button, the Sales Manager can review the sales target details. By clicking the button, an email is manually sent to the salesperson with target information. This allows for quick updates or reminders at any stage of the target period.
17.) Manual Email Sent to Salesperson
After clicking the Send Mail button, the system sends an email to the assigned salesperson. The email contains sales target details including target period, amount, and current achievement. This feature allows managers to manually notify or remind the salesperson at any time.
Navigation : Email → Salesperson related Email
18.) Salesperson Targets List View
This screen shows a list of sales targets with important details like target type, start and end dates, achieved amount, and progress status. Salespersons can only see their own sales targets. Only managers or authorized users can view all records for better control and privacy.
19.) Sales Target Menu for Sales Team
This menu allows Sales Managers to access and manage sales targets assigned to entire sales teams. From here, they can create new targets, review progress, and ensure team performance stays on track.
Navigation : Sales → Sales Target → Sales Team Sales Target
20.) Target Amount Validation for Sales Team
When creating a sales target for a sales team, the system checks that the Target Amount is greater than 0. If the target is set to zero, an error is shown to prevent invalid or incomplete entries.
21.) Sales Team Target Details with Target Points
This view presents the sales team's target details, including the selected target point (Sale Order Confirm, Invoice Validation, or Invoice Paid), target amount, achievement, and progress percentage. It also highlights related sales records, enabling performance tracking and analysis based on the defined criteria.
22.) Auto Email on Sales Team Target Confirmation
When a sales team target is confirmed, the system automatically sends an email notification to the responsible user. This ensures timely communication and keeps the sales team informed about their assigned targets without manual intervention.
Navigation : Email → Salesperson related Email
23.) Sales Team Target Open State View
In the Open state, all fields are read-only to ensure data integrity. Action buttons Close, Send Mail, and Reset to Draft are available to manage the workflow. The view displays key sales target details including target point, date range, achievement progress, and related sales orders for clear performance tracking.
24.) Sale Orders Linked to Sales Team Target
This view lists all sale orders linked to the selected sales team within the defined target period. It provides essential order details such as reference number, dates, customer, and total value, allowing users to monitor progress toward the team's sales target.
Navigation : Sales → Sale Order
25.) Duplicate Sales Target Restriction for Salesperson
The system restricts creating multiple sales targets for the same salesperson with overlapping date ranges. If a duplicate is detected, an error is shown to maintain consistency and prevent conflicting target entries.
26.) Theoretical Achievement Calculation
The system calculates theoretical achievement when the current month matches the target start or end date It estimates expected progress using the formula:
Theoretical Amount equals Target Amount divided by Total Days multiplied by Current Day
For example, if the target is 10000 over 30 days and today is day 17
Theoretical Achievement equals 10000 divided by 30 multiplied by 17 which results in 5666.67
Status is determined as follows Above Target means actual achievement is greater than theoretical
Below Target means actual achievement is less than theoretical
Completed Target means the current date is outside the target period
Theoretical Percentage equals Theoretical Achievement multiplied by 100 divided by Target Amount
27.) Target Point Invoice Validation
This view tracks sales target progress based on invoice validation When a salesperson validates an invoice within the target period, the system automatically updates the achievement It provides an accurate measure of performance based on confirmed revenue rather than sales orders.
28.) Duplicate Sales Target Restriction for Sales Team
The system blocks the creation of multiple sales targets for the same sales team with overlapping date ranges under the same target point If a similar record already exists, an error message is displayed to avoid duplication and ensure accurate tracking
29.) Target Point Invoice Paid
This view tracks sales target achievement based on fully paid invoices When an invoice is marked as paid within the target period, it is automatically included in the sales target progress This method ensures performance is measured on actual revenue collection
30.) End Date Validation on Closing Sales Target
Sales targets can only be closed after the end date has passed If the user tries to close the target before this date, the system shows an error This ensures the full target period is completed before closure
31.) Sales Team Target Closed State View
This view displays a sales team target in the Closed state. All fields are read-only, ensuring data integrity. The target point is set to Invoice Paid, and the achievement details are finalized. Since the current date is outside the defined target period, the theoretical achievement status is marked as Completed. The only available action is Send Mail for communication purposes.
32.) Email Sent Automatically on Sales Target Closure
When the sales target is closed, the system automatically sends an email to the assigned salesperson or responsible user. The email includes details such as the target amount, achieved amount, and performance summary for the selected period. This helps ensure timely communication and clear visibility of final target results.
Navigation : Email → Salesperson related Email
33.) Open Sales Team Target with Manual Email Option
This view shows the sales team target in the Open state. In this state, all fields are read-only. The available actions include Send Mail, Close, and Reset to Draft. The Send Mail button allows the manager to manually trigger an email with target details to the responsible user.
34.) Sales Target Email Send Automatically
After clicking the Send Mail button, the system automatically sends an email containing the sales target details. The email includes the target period, assigned amount, and current achievement status. This ensures fast and consistent communication with the assigned salesperson or sales team lead.
Navigation : Email → Salesperson related Email
User Guide
