Setting Sales Target
Sales Culture > Setting Sales Target
Sales Target Setting
Posted by i3Teamworks Admin on 5 Mar 2018 12:11pm

To evaluate Sales Person performance, set the Target for them to be achieved. The reports shall be viewed in Sales Summary

1. From your Main Dashboard, tap on SALES and click Setting

2. Click on User Name

Note:

  • If the User Name NOT listed, please set the User here
  • User which has NO progress bar (as shown in above image) means they yet to have any target set.

3. Set the target accordingly.

1. Activities - Set a Color code and Focus Industry. Later you may see the color code in employee's Activity Calendar

2. Focus - Assign specific Industry for Sales Person to Focus

 

3. Set the Revenue Category before you start entering the Sales Target

4. KPI is one of submodules under WORK Culture. Learn how to set the KPI

 

5. Enter the target for Daily Score Card. View their achievment here.