Navigate to Data⇒Finance⇒Sales Target

Whenever a new customer is created, they will appear in the sales target list in alphabetical order

To set a monthly sales target, locate the customer in the list and select the cell for the correct month – the current year shows automatically but other years can be selected in the top left corner) Enter the sales target amount into the required cells (the relevant currency is displayed next to the customer name)

Enter all of the required monthly targets then click Save

Repeat this process for each customer as required

NOTE – The values entered here will now also be displayed in the Finance tab of the customer’s page and can be used for reporting on projected sales or target adherance as required