The monthly sales target is the amount you aim to achieve during the month. You can set it and track your progress easily, helping you make better decisions to grow your sales and reach your goals.
Steps to Set a Monthly Target
Go to the Home page.
Click the Branches field.
Tick ✔️ next to the branch you want.
Click the 🖋 icon below the sales amount.
Enter the monthly target value.
Click the ✔️ checkmark.
Repeat the steps for each branch.
To view the overall target: tick ✔️ next to all branches.
Once sales transactions begin, you’ll be able to track progress and see the percentage of target achieved.
FAQs
1. Can I edit the monthly target after adding it?
Yes. You can edit it by following the same steps.
2. Can I delete the monthly target?
Yes. Enter 0 in the target field using the same steps.
3. Does failing to meet the monthly target affect sales?
No. The monthly target is for planning and decision-making only; it does not affect your sales.
4. Can I view the target progress for each branch separately?
Yes. Select the branch from the list to view its target and progress percentage.
5. If the target isn’t achieved by the end of the month, does it carry over to the next month?
No. The target resets automatically at the start of each month. You can set a new target each month.