You can use the data on this register as a basis for sales management, defining the values to be reached by a given date, according to the business structure of each company.

The goals are defined by sales representative, region, cost center, product, quantity and value, ledger account, etc.


Tip:

The goals can be defined either by product group or by product, though you cannot simultaneously define them by both.

To better view the registered goals, the system offers the Query option, in which the data are displayed hierarchically.



Procedures

To register sales goals:

  1. In Sales Goals, select the option Add.
  2. Fill in the data according to the field's help instructions.
  3. Check data and confirm procedure.



Related Features:

  • Excel: Use this feature to export the data displayed onscreen to a Microsoft Excel® spreadsheet.