Process to Set User Wise Monthly Quantity Wise Target in SFAXpert Software

Overview: Marg SFAXpert Software displays the graph of sales by which the user can easily evaluate the performance of sales person.

Target is a measure that enables monitoring of performance in terms of progress towards a specific, defined objective. In the software, the owner can define targets for each level of executives.For this, the user needs to follow the below mentioned steps:

Firstly, go to User > Set User Target.

Select the State from the next window of which area’s executive targets the user wants to define.

Then, specify the Designation (executive level the user wants to target).

After that, Select the year of which target the user wants to define.

Select the below option of “Quantity Wise” to select target amount wise and then select “Monthly” to specify the target on monthly basis . Click on the “Get Report” button to generate the report.

A list of executives will appear. Here, the user can define the target quantity in front of that executive list and click on “Submit” button. 

A notification window will appear for the updated target of selected executive.