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Articles tagged "target" returned 23 results.
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How To Setup Sales Target
...Leads, Appointments and Activities. Targets within Gold-Vision are managed in User Targets within Settings area. Setting up a New Target Step 1 Create a User Target Definition, to do this…...
How To Setup Product Group Targets
Product Group targets are set-up and managed within Product Targets in the Settings area. New Product Targets can be set up via the Actions menu. Setting up New Product Targets...
Creating A Target Chart
...target charts and heat tables based on margin user targets for the sales list and forecast list. This is an example of a Monthly Margin percentage target chart: Close modal...
Creating Sales Target Charts
...vs Forecast’ Target chart. Close modal Info Your Administrators will need to setup Targets in the Settings area, see here for more information on How To Setup Sales Target ...
Set targets
Create user targets In the Settings area, create user targets for Sales, Leads, Appointments or Activities. These targets can then be used in the reporting area in lists such as...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Sales Targets & Analysis
Who is it aimed at? All Gold-Vision users, wanting to set sales targets and analyse sales. What does it cover? Setting sales Target Forecasts, Dashboards & Reporting for your sales...
Creating A Gauge Chart
...Time object. Close modal Tip We recommend that users state the actual target value in the chart’s summary e.g. Sales this month – to target £100,000 Gauge Chart Details the...
Set up your annual reporting
...targets for next year learn How To Setup General Targets and How To Setup Product Group Targets. Creating Sales Target Charts will enable you to manage your team and user...
