Process to View Monthly User Wise Target and Achievement Report in SFAXpert Software

Overview : In MARG, SFAXpert displays the graph of sales by which the user can easily evaluate the performance of sales person. An owner can view the report of target and achievements of each user and accordingly manage their sales for future. In order to view the report, the user needs to perform the below steps:

Firstly, go to User > User Target and Achievement.

Then, Select the state (like if the user has different branches and multiple Salesman/Executive at same then select the state accordingly).

Now, Select the year from the list whose record the user needs to retrieve from software. 

In next option, the user will select the option from Yearly/Monthly/Quarterly as per the requirement. Now, the user will select the monthly option as the report needs to be generated on monthly basis. Then click on the below button of “Get Report” to view the report.

At the end, the user will get the report below of user target and achievement.