Skip to main content

Achievement Entry (Manual)

The Achievement Entry (Manual) feature allows users to manually record sales achievements. This functionality is essential for accurately tracking performance when automatic data capture is unavailable or when adjustments are needed.

1) Add Manual Achievement Entry​

Navigation

Add Manual Achievement

Required Fields:​

  • Employee: Select the employee for whom the achievement is being recorded.
  • Target Period: Choose the sales target period related to this achievement (e.g., specific month, quarter).
  • Sales Amount: Enter the actual sales amount achieved by the employee.
  • Date of Entry: Specify the date when this achievement is recorded.
  • Remarks: Optional field for any additional notes or clarifications.

Save Achievement​

After entering all required data, save the record to update the employee’s sales performance.

2) Achievement Entry List​

Navigation: List Achievement Entries

Features:​

  • Search and Filter: Easily locate achievement records by employee, target period, or date.
  • Edit or Delete Entries: Modify or remove manual entries if corrections are necessary.
  • Summary View: Review overall achievements for employees across different periods.

Use the Achievement Entry (Manual) feature to ensure all sales efforts are captured and reflected in performance evaluations.