Skip to main content

How do I set sales targets?

On Sales Budget, one line per target: where and for whom, what it is set on, the quantity and the amount. Compare with sales on the Sales Budget vs Actual lists. Sales orders are not stopped by it.

Screen
Budget › Budget › Sales Budget
Who
Sales manager
Takes effect
On Save, in the lists
Needs first
Budget Model, Budget Period with its periods; Budget Group for group targets

Steps​

  1. For group targets, create the groups on Budget Group and put each item in its group on the item master.
  2. Open Sales Budget, fill code, Budget Model, Budget Period, Currency and Exchange Rate, Create.
  3. Add lines: Sales Region, Area, Territory, Responsible or Taker as needed; Budget Base On and its value; Unit; Budgeted Quantity and Transaction Amount, both above zero. Adjust the period breakup.
  4. Save.

Check it worked​

  • Budget lists: Sales Budget vs Actual shows sold against target for lines set on an item, a sale category or a budget group.