Process to Set User Wise Monthly Amount Wise Target in SFAxpert Software

Overview: Marg SFAXpert Software displays the graph of sales by which the user can easily evaluate the performance of the 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 user wants to target).

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

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

A list of executives will appear below. Here, the user can define the target amount along that executive list and click on “Submit” button.