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Sales objectives

Creating sales targets allows you to track the performance of a store or user.

When creating a new target, you are asked to enter:

  • A name for the target
  • A start date
  • An end date
  • A target type
  • A calculation period
  • A calculation method
  • The store(s) concerned by this target

Objective types​

There are several types of objectives that can be used to measure different information:

  • Number of quotes: Allows you to count the number of quotes made over the period
  • Number of projects created: Allows you to count the number of projects created over the period
  • Number of order confirmations: Allows you to count the number of customer purchase orders made over the period
  • Total Sales Quotes: Allows you to count the amount excluding tax made in customer quotes over the period
  • Total Sales Confirmed Orders: Allows you to count the amount excluding tax made in customer purchase orders over the period
  • Total Sales Confirmed Orders without Installation: Allows you to count the amount excluding tax made in customer purchase orders over the period, excluding products belonging to "Service" type catalogs
  • Total Sales Invoiced: Allows you to count the amount excluding tax made in customer invoices

Calculation period​

The calculation period allows you to define whether the objective is “annual”, “monthly” or “weekly”.

Calculation method​

The calculation method allows you to indicate whether the objective is individual (per user) or global and therefore applies to the entire store.

Objective details​

Once a goal has been created, you can view its details. Thus, you can see a grid with a reminder of the goal and then below, according to the criteria, the values ​​achieved and the goals set.

By selecting "modify goal", you can modify the settings of the goals.