Company Sales Goals

Defining and achieving sales goals/targets can help your company reach new goals and increase revenue.

  1. A Company's monthly sales goals can be defined in the Sales Settings section of the Company master. The Company Master Dashboard by default shows past sales statistics broken down by month.

sales history graph (1)

  1. To monitor progress in relation to the graph, set the Sales Target field as follows:

setting sales goal

  1. In notifications, the target progress is also displayed:

sales goal notification