Establishing the objectives

Establishing the objectives

1. Go to the sales board to set up the points objectives and the points per salesperson





2. Have a good understanding of the objectives with the icons





3. Modify the objectives and points by directly clicking on the vendors point chart




4. Set the color code to clearly see the objectives achieved. Only those who have access to the Admin button can do this.







5. The colors will display on the sales chart under the vendor's record. The numbers represent the day of the month.



6. The first box represents the accumulation of his goals and the number after the slash represents the total goals requested for the month.




7. The second box is the total number of goals made during the day. The color will change as the goal of the day is reached.

    • Related Articles

    • Sales Dashboard

      The dashboard is the perfect place to see all these customer cards in all different statuses. You are able to filter, see your goals, see your overdue or to do tasks, etc... SEARCH FOR A USER A simple user will only see his cards. A sales ...
    • 4 tasks / 35 minutes

      The first step to being most effective with the potential opportunity module: Establish a clear objective of what you expect from your representatives Introduce yourself with your first name and how can I help you Ask for the customer's full name ...
    • Scoring Reports

      Seller's are given daily, monthly and yearly goals, so it's important to have a report to see all the positives and negatives. Where to find the Scoring Reports Report -> Scoring Reports Filter Begin by selecting the employee(s) by clicking on the ...