Sales Goals Settings
The Sales Goals Settings tab is available with the Premium Analytics module. Premium Analytics is included in the Premiere Package.
This tab allows you to set goals for the company and then display those goals as monthly targets for measuring against your Sales activities.
The Sales Goals Setting tab will help you set your goals based upon the following criterion: Capital Investments, Profit Return Investment Goal, actual sales from last year, operating overhead from last year, number of jobs from last year, and the number of estimates written last year.
To set your company's sales goals
These goals are displayed in the Analytics Tab Sales Performance to indicate how you are performing real-time against the goals you set.
See Also