How Do I Compare My Targets V/S Actual Performance?

How Do I Compare My Targets V/S Actual Performance?

Introduction

Sales Target Report is a snapshot of the sale activities. It can be used to compare expected performance with actual. It can be generated daily, weekly, monthly, or quarterly, depending upon the need.  


Steps to generate Sales Target Report


You can generate a Sales Target Report when you subscribe to and activate the Sales Target Management plugin. 


To generate Sales Target Report, navigate to Home > Reports > Sales Target Report, and perform the following steps:
 

  • Select the Sales Target (this is mandatory).

  • Specify the Date Range for which the report is to be generated.

  • Click on the Search button.

  • Sales Target Report for the specified fields is populated.


 

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Description automatically generated

 

Export the Sales Target Report

Sales Target Report can be exported using the "Export" button. Click on the Export button and navigate to the location where you intend to save the Sales Target Report. Click on the Save button to save the file. 
 

Sales Target Report can be Printed using the "Print" button. Click on the Print button, Print Preview pops up, select the destination printer, pages, Copies, Color and configure more settings, if required. Click on the Print button to print the Tax Payable Report.
 

Report Data Fields

 

Target Type:
Target Type displays the Target audience.
 
Value:
Value displays the value as on a specific date.
 
Target Value:
Target Value is value to be achieved.
 
Actual Value:
Actual Value is the value on a specific date.
 
Creation Time:
Creation Time displays the Date and Time when the Sales Target Report was generated.
 
Last Modification Time:
Last Modification Time displays the Date and Time when the Sales Target Report was last modified.
 
Created By:
Created By displays the name of the person who created the Sales Target Report.
 
Modified By:
Modified By displays the name of the person who modified the Sales Target Report.
 

Suggested Readings

Sales Target

Sales Target Report

Exporting Sales Target Report in Tagrain

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