Set up Client Targets

The Set Up Client Targets Tool can be used to set an Annual Target for key clients to enable you to track and report on the income and revenue generated for your key Clients in comparison to your Annual Targets.

Reporting on Client Targets is available via the "Gap Analysis by Client" Standard Report, and can also be used within Report Builder to create Custom Reports and Dashboards.

1. From your Dashboard, head to CMap's Admin area by clicking on the icon, found on the right-hand side of the page. Under the heading CONTENT select Client Targets.

2. Select the required Client from the drop-down menu.

3. Set the appropriate Target values against the applicable Financial Year.

4. When you are happy with the value entered, click Save. You can then repeat this process for each of the relevant Clients you have in the database.

Hopefully now you can set up Client Targets to set annual sales targets for each of your companies. These can be updated and stored so that they remain up-to-date in the system.

Updated

Was this article helpful?

Have more questions? Submit a request