Daily performance Targets can be set against each month for both sales (orders received) and output (orders invoiced/shipped). Targets are displayed on dashboard and used within various reports. Admin users can learn how to set Targets by following the simple steps below.

Setting Targets

  1. Navigate to Settings by clicking on your name at the top right of the screen and selecting the settings option.

  2. Select Company using the navigation bar on the left.

  3. Click on Targets.

  4. Select the year in which you would like to edit a Target using the drop-down menu.

  5. Enter the daily Target value against the month you would like to set a value against and click ✅ at the top of the modal to save.

Are your Targets still not looking correct? Don't forget you need to setup your standard Working Week and add any business Closed Days.

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