Targets are not a new term for any salesperson. Either it is B2C or B2C sales every sales rep’s performance is reflected through the completion of targets.

Here is all a user needs to know about the process of setting up the targets.

Step-1

Go to the forecasting section of the platform by clicking on the forecasting icon on the panel on the left side of the screen.

sections panel with forecasting encircled

Step-2

Open the “Target” dashboard from the options displayed below the search bar.

To know more about the dashboard refer ‣

Step-3

In the sheet displayed on the dashboard, the targets can be set by clicking on the required cell and editing or entering the target in the total amount to be closed.

If the target is not set for any user, a default value of zero will be shown.

Sheet with cells checked to edit

The target progress can then be seen in the pacing dashboard, which shows an overview of the set targets being achieved. To know more about the pacing dashboard refer Pacing

To make better use of the available resources, an organization must have the clear picture of how targets are being achieved and the first step to that would be to set proper targets after analyzing the historical data.