Targets for salespeople and sales teams over any period
Reached amount from posted invoices (net of credit notes) or confirmed orders, percentage, left, status
Generator for monthly, quarterly or yearly targets without duplicates
Salespeople see their own and their team's targets; managers set all
Printable summary
Arabic translation, automated tests
Frequently asked questions
What counts as reached?+
Either the posted invoices minus the credit notes (without taxes) by invoice date, or the confirmed sales orders (without taxes) by order date, for the salesperson and/or the sales team of the target. Amounts are in the company currency.
Is it always up to date?+
Yes. The figures are computed when you open the list or the form, so a new invoice is counted at once.
Can I set a target for a team?+
Yes. A target can be for a salesperson, a sales team, or both (then only what the salesperson did for that team).
Can I create a year of targets?+
Yes. The generator creates monthly, quarterly or yearly targets for several salespeople or a team in one step and skips those that already exist.
Who sees the targets?+
Salespeople see their own and their team's targets; sales managers see, set and change all of them.
Does it compute commissions?+
No. It follows the targets; commissions are a different subject.
Does a target over 100% work?+
Yes. The percentage can go over 100 and the status becomes Reached.
Does it work in Arabic?+
Yes. Everything is translated and works right to left, and the documentation is in Arabic too.
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