Target Setup (Brand/Product/Employee)
The Target Setup feature allows you to define and assign specific sales targets at a granular level — by brand, product, or individual employee. This helps organizations track sales performance more precisely and align goals with business priorities.
1) Add Target Setup
Navigation: Add Target Setup
Fields to Fill:
- Target Name: Name the target setup for easy identification (e.g., "Q3 Electronics Target").
- Brand: Select the brand for which the sales target is applicable.
- Product: Select specific products under the chosen brand if required.
- Employee: Assign the sales target to a specific employee responsible for achieving it.
- Target Period:
- Start Date: The beginning date of the target period.
- End Date: The ending date for the target period.
- Target Amount: Set the sales amount goal for the brand/product/employee during the specified period.
- Branch: Select the branch to which this target applies.
Adding Target Details:
After filling in the above fields, save the target setup. The system will track the progress of the assigned targets accordingly.
2) Target Setup List
Navigation: List Target Setup
Features:
- Search & Filter: Locate targets by target name, brand, employee, product, or date range.
- View Details: Click on any target setup entry to view detailed information including progress and achievement status.
- Edit & Update: Modify target details as necessary directly from the list view.
- Reporting: Generate performance reports based on target achievement for brands, products, or employees.
This module complements the overall Sales Target system by breaking down company-wide targets into actionable, assignable segments — improving accountability and boosting sales performance monitoring.