Targets, Commissions & Performance

Sales Targets & Performance

Setting Targets

• Target (Monthly) - Revenue goal on team form.
• Invoicing Target (Monthly) - Goal for invoiced amounts vs ordered amounts.

Tracking Progress

• Team Dashboard - Progress bar comparing target vs actual.
• Sales Analysis Report - Group by "Sales Team". Measures: revenue, margin, order count, AOV.
• Drill Down - Within each team, see individual salesperson performance.

Commissions (Enterprise)

• Go to Sales > Configuration > Commission Plans.
• Plan types: % of revenue, flat fee per sale, tiered %, based on margin.
• Assign plans to salespeople on employee record.
• Commissions calculated automatically on order confirmation.
• View totals in Sales Analysis. Export for payroll.

Best Practices

• Review team targets monthly. Adjust for seasonality.
• Use forecast pipeline to identify gaps before month-end.
• Set individual targets in addition to team targets.
• Run Sales Analysis weekly to spot trends.