Set sales target for sales department

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  • Ellen
    Senior Member
    • Jan 2018
    • 149

    Set sales target for sales department

    Hi guys,
    Now we want to set target for sale department by year,month for each sales men.
    After that we can check rate revenue/target for month,year by sumerize all revenue of this sale in month(year) compair with target we set before.
    So please help to give me some advice how to do like this.
    Revenue here we are counting revenue in opportunity.
    Thank you.
    Ellen.
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hi,
    as I see it, create a grid Report for the opportunity, in group by - MONTH: Close Date, Assigned User, in columns - Amount (Converted). Also you can add a filter for Close Date Field.
    if you need group by years, do the same, but change first group by on YEAR:

    If you need these reports for current year and previous, create the same report, but set other filter on Close Date field.
    You can add this reports to the dashboard

    Comment

    • Ellen
      Senior Member
      • Jan 2018
      • 149

      #3
      For report I got how to create, but I concert about "target": meaning one expected amount which we set for each sales by begining of month,year.
      Thanks Tanya for your quickly reply as usually.

      Comment

      • Ellen
        Senior Member
        • Jan 2018
        • 149

        #4
        Dear Tanya,
        Any ideal?
        Thanks

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