Setting Sales Targets

Introduction

Sales Targets charts can be created to show the targets with respect to actual sales. You can set targets for individual members of your sales team and if your financial year is different to the calendar year you can set a Custom Date Period to reflect this.
These charts are only available under the Sales area of Gold-Vision and are displayed in the form of column charts showing the actual sales values with a line overlaid to show the target.

target

How it works

Step 1: Set up the user targets in the Administration Console

Step 2: Create a target chart

Select the View menu - Sales and select Forecast, amend the state to Open & Closed Won and click the Report tab. Note: The default Forecast Date is 'This Year, but you can create your own Custom Date Periods, for example a Financial Year from April to March.
Click Create a new Target Chart link. A popup will appear
Enter a Name
Select Target Chart
Select the Period you would like to report on (month, quarter, year)
Select the Target Definition to display on the chart and click OK

popup

See our Web Clip

Custom Date Periods

You can create Custom Date Periods to match those used by your business - for example - Financial Year or Sales Quarters. They will then be available to users when the calendar icon is selected on a date period.

custom

See the Admin Help site for more information about setting user targets.