Sales against target

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  • olof
    Senior Member
    • Jul 2018
    • 184

    Sales against target

    Is there a way of creating a report of sales by user against target/quota?
    Obviously we are able to a great report of sales by month but it would be great if we could show the sales compared to a target value associated against the user...
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello,
    no, it's not possible.
    Only if you could group it by some value. Or create two reports with this difference in time frame, and add these reports to the dashbourd

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    • olof
      Senior Member
      • Jul 2018
      • 184

      #3
      Thanks for the reply Tanya.. I would have thought this is a standard report that most people would like? Any way you could implement this?

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      • tanya
        Senior Member
        • Jun 2014
        • 4308

        #4
        Only if you develop own report
        I'm trying to make a custom internal report and I'm not sure where to put it.I found this (https://forum.espocrm.com/forum/general/26531-leads-by-activity

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