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Sales Target

This module enables sales target management.

Features​

  • Target Setting: Define sales targets on daily, weekly, and monthly basis
  • Target Tracking: Monitor progress toward sales goals
  • Achievement Reports: Generate reports on target achievement
  • Performance Metrics: Track individual and team performance

Requirements​

  • Open Core Business Suite (Base System)

Installation​

  1. Download the Sales Target module package
  2. Extract the module to Modules/SalesTarget
  3. Run the installation command:
php artisan module:enable SalesTarget
php artisan migrate
  1. Clear the application cache:
php artisan optimize:clear

Usage​

Setting Sales Targets​

Navigate to Field Sales > Sales Targets to define targets:

  • Set targets for individual employees or teams
  • Define target periods (daily, weekly, monthly, quarterly)
  • Specify target amounts or quantities

Target Tracking​

Monitor progress in real-time:

  • View current achievement percentage
  • Track daily progress updates
  • Compare performance across periods

Achievement Reports​

Generate comprehensive reports:

  • Individual performance reports
  • Team achievement summaries
  • Period-over-period comparisons
  • Export reports to various formats

Performance Metrics​

Access key performance indicators:

  • Target achievement rate
  • Sales growth trends
  • Top performers ranking
  • Underperformance alerts

Configuration​

Access module settings at Settings > Sales Target to configure:

  • Target periods and cycles
  • Achievement thresholds
  • Notification settings for target milestones
  • Report templates
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