Export Sales Target Report in Tagrain

Export Sales Target Report in Tagrain

Introduction

To generate a snapshot of the Sale activities, when managing the Tagrain application, you can make use of the excel based export template. This allows you to compare expected performance with actual. This feature is useful for managers and administrators who are responsible for application management.

Steps to Export Sales Target Report in Tagrain

The steps to export the Sales Target Report using the excel template are listed below:
  1. Open the Tagrain Web application. Navigate to: Home > Reports > Sales Target Report.
  2. Select a Store Target by clicking on the […] button.
  3. Specify the date range by clicking on the Calendar icon. 
  4. Click on the “Export” symbol on the Sales Target Report Master Screen. This will download the entire Sales Target Report Master Data into an Excel sheet. This downloaded data can be utilized for further analysis.

  1. The template has tool tips to assist you validate the values and information therein.


Note
In order to export Sales Target Report data, you need to define a Sales Target by navigating to: Home > Setup > Store Management > Sales Target

The table below shows the Sales Target Report.xls file headers that are available to manage the Sale Target Data.

Target Type
This field displays the type of Sale Target set. The available values are: 3 – For Store, 4 – For Sales Person, 5 – For Cashier, 6 – For Product Group and 7 – For Merchandize Hierarchy
Value
This field displays the name of the store, sales person, cashier, product group or merchandize hierarchy.
Target Value
This field displays the target value set.
Actual Value
This field displays the name of the user who performed the sale.

Suggested Readings

How to view the Sales Target Report in Tagrain?
How to create a Sales Target?

    • Related Articles

    • Export Sales Target Data in Tagrain

      Introduction To generate a snapshot of the Sale activities, when managing the Tagrain application, you can make use of the excel based export template. This allows you to view the sale activities and compare the expected performance with the actual ...
    • Export Sales Report in Tagrain

      Introduction To generate a snapshot of the sale made, when managing the Tagrain application, you can make use of the excel based export template. This allows you to review and monitor the sales made for the specified date range, a Store / POS. The ...
    • Sales Target Management Plugin Features

      Introduction Defining a sales target at multiple levels allows retailers to not only compare actual performance with the target set but also to keep an eye on everyday functions. Access to this function should be strictly limited. Features Sales ...
    • Export Tax On Sales Report in Tagrain

      Introduction To generate a snapshot of the total tax collected by a store, when managing the Tagrain application, you can make use of the excel based export template. This allows you to review and analyze the total tax collected by the selected ...
    • Export Transaction Report in Tagrain

      Introduction To generate a snapshot of the sale transactions, when managing the Tagrain application, you can make use of the excel based export template. This allows you to review and monitor the sale transactions for the selected store, for the date ...