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Sales Target

This module enables sales target management.

Features​

  • Target Setting: Define sales targets with types including daily, weekly, monthly, quarterly, half-yearly, and yearly
  • Dashboard: Visual analytics with statistics, trend charts, status distribution, and type distribution
  • Target Tracking: Monitor achievement percentage, remaining amounts, and target status (pending, completed, expired)
  • Reports: Achievement report, department performance, employee performance, and period comparison
  • Bulk Operations: Bulk assign targets to multiple employees, and bulk delete
  • Incentive Tracking: Configure incentive type, amount, and percentage per target

Requirements​

  • Open Core Business Suite (Base System)

Installation​

Enable via Admin Panel​

  1. Log in as administrator
  2. Navigate to Settings > Addons
  3. Find Sales Target and click Enable
  4. Run migrations if prompted

Enable via Command Line​

php artisan module:enable SalesTarget
php artisan migrate

Usage​

Dashboard​

Navigate to Sales Target Management > Dashboard to view analytics:

  • Overall statistics (total targets, achieved, pending, expired counts)
  • Achievement percentage and total amounts
  • Trend charts showing target vs achieved over the last 12 months
  • Status distribution breakdown
  • Target type distribution
  • Top 5 performers

Managing Sales Targets​

Navigate to Sales Target Management > All Sales Targets to manage targets:

  • Create targets for individual employees with target type, period, date range, and amount
  • Set incentive type, amount, and percentage
  • Add description and notes
  • Edit or delete existing targets
  • Bulk assign the same target to multiple employees
  • Bulk delete selected targets

Reports​

Navigate to Sales Target Management > Reports for detailed analytics:

  • Achievement Report: Overall achievement rates, status breakdown, top achievers, and target type distribution with trend data
  • Department Performance: Performance grouped by department with target vs achieved amounts and achievement percentages
  • Employee Performance: Individual employee performance rankings, achievement distribution, and top performers
  • Period Comparison: Month-to-month, quarter-to-quarter, and year-to-year comparisons with growth rate calculations

Configuration​

Access module settings at Sales Target Management > Settings to configure:

  • Default Target Type: The default target type when creating new targets (daily, weekly, monthly, quarterly, yearly)
  • Expiry Notification Days: Number of days before target expiry to send notifications (1-30)

Changelog: View version history

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