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Use sales targets

Updated on 1 Dec 2022

The possibility to keep track of your sales opportunities is one of the key functionalities in SuperOffice CRM. With the help of our sales target functionality, you can compare your actual sales to your targets.

To make accurate forecasts, companies need to compare their actual sales to their sales targets. You can measure your targets either by months or quarters.

While the default setting is by month, you can change it. In the Settings and maintenance module, go to Preferences, choose Global preferences, and select Targets.

All users, who get their sales performance measured, can access the status and progress of their sales target by setting up corresponding tiles in the dashboard. This will give an instant, live view of their sales performance against the set sales targets, and help them focus on individual and common goals.

The Target dialogue will give you an overview of the sales targets
The Target dialogue will give you an overview of the sales targets

Please note that the access to targets is set by your administrator in the Settings and maintenance module, and what you see depends on Data rights for Target and the Functional right (Can lock and unlock targets). The users are only allowed to lock and unlock targets that they are allowed to see and edit.

Note: You need to have the Sales Premium subscription to get access to sales targets. To be able to Add new target types you have to have the Sales Targets unlimited license.

 

Terminology | Sales targets 

How are these defined in the software and how do they relate to each other? 

  • User group: Also known as a team. 
  • Company: The company contains of one or more owner cards, depending on the structure of the company (e.g., different departments, locations, subsidiary and/or organisations). The company’s target will contain all user groups for all the different owner cards.  
  • Company target: Target for the whole company (this might not be the same as the sum of all user groups).  
  • User group target: Target for the user group (this is not necessarily the same as the sum of all users). 
  • User target: Target for the individual user. 
  • Sum of all targets in one user group (not editable): Shows the sum for all the users in one user group. This is a guideline to make it easier to set up the target for the whole user group. 
  • Target type: Dimensions to drive more precise goal management. “All sales - Amount” is the most common target type. E.g., use “Sale type” or “Company - Category” as a dimension for a more specific way of segmenting and reaching different goals.  
  • Measurement unit: The numeric value to measure the target, like Amount, Count or Profit. 
  • Separate targets: Add wanted list elements, this depends on the list chosen in the target type. 

How-to guides: 

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