Sales Target- How to Add, Manage, Download & Manage Targets for the Sales Team in Borg Desk ERP?
Sales Target Management in BORG Desk ERP
In BORG Desk ERP, you can add, manage, assign, track, and download sales targets for your sales team. This helps in performance evaluation, goal setting, and achieving revenue milestones efficiently.
Steps to Add & Manage Sales Targets in BORG Desk ERP
1️⃣ Add Sales Targets
✔️ Navigate to Sales Module → Track Performance
✔️ Click on “Manage Target”---> Click on Plus(+) on Top Right to Employee Monthly Target
✔️ Select Type of Target (Sales Person / Product or Service Category / Product or Service / Lead Source Channel)
✔️ Now Select Relevant (Sales Rep Name / Category Name / Product pr Service Name / Lead Source Name)
✔️ Set Target No. of Leads to be Generated followed by Number of Leads to be converted
✔️ Select Month & Year for which Target to be set
✔️ Set Targets in Amount (Local Currency set by Company)
✔️ Click “Submit” to save the target.
2️⃣ Manage & Edit Sales Targets
✔️ Go to Sales Target Listing "Manage Target"
✔️ Click on the Target Name to Delete the set target if any modification needed.
✔️ Modify Sales Goals, Assigned Team, or Target Period by Re-Adding the desired Target
✔️ It will get removed from the List
✔️Target can not be modified, It can only be deleted.
3️⃣ Download Sales Targets & Reports
✔️ Navigate to Sales Module → Track Performance
✔️ Click on “Manage Target”
✔️ Apply filters based on Type of Target(Sales Person / Product or Service Category / Product or Service / Lead Source Channel) & Select Relevant Field (Sales Rep Name / Category Name / Product pr Service Name / Lead Source Name)
✔️ Click Download in Excel
✅ Benefits of Managing Sales Targets in BORG Desk ERP
✔️ Real-Time Performance Tracking – Ensure sales goals are met
✔️ Improved Accountability – Assign targets to individuals/teams
✔️ Data-Driven Decision Making – Adjust targets based on reports
✔️ Automated Alerts & Notifications – Get reminders for pending targets
Start managing your sales targets efficiently with BORG Desk ERP today! Let me know if you need a walkthrough.
If still any concern or need one-to-one session with our product experts reach out to us https://wa.me/919667916787 or mail us from your registered email id to "servicedesk@borgerp.com" our team will get back to you
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