In order for an organization to realize its revenue potential, setting targets is crucial. This section aims to facilitate the process, provide some clarity for the decision-makers, and enable them to realize the board room goals and adequately motivate the workforce.
Fiscal Year filter
- This is a basic filter which enables the user to streamline the displayed targets to a particular year.
- As the user clicks on the filter, a drop down can be seen. The user can then select the desired year from the options i the drop down
Insert opened fiscal year drop down

Target Roll-Up View
- This table shows the targets of all the users across different years in a spreadsheet format.
- The number and title of columns for the table will now depend on whether the Period specified for the Org is Monthly or Quarterly.
- The user can see all the columns by scrolling right to the table
Users
- Displays the registered name of a user.
- Clicking the name will open a drop down of all the users which fall under that particular user and following will be the data of that user specified.
- Only those users are shown which are under a particular user who has logged in.
- This field is also sortable.