The sales targets reports in the 1Tool give you a good overview of whether you or your employees have achieved the set sales targets or not.
A sales target is created under the menu item: Settings - Sales - Opportunities - Sales Targets.
First, use the tabs above to select who the respective sales target should be created for. This could be users (your own employees), for example, but also sales partners of your company. Then fill in the “Sales target for users” field. Under “Show additional options” you have further settings available, such as selecting a sales partner. Once you have filled in all the fields, click on the “Save” button.
If you now go to the menu item Sales - Opportunities - Reports - Revenue Target Reports, a revenue target report for the year you have selected is automatically generated. You also have the option here of displaying the sales report by user or sales partner.
Finally shows 1Tool an evaluation of all created sales targets and closed sales opportunities. This way you can see at a glance to what extent the target turnover of your employees deviates from the actual turnover.
