Creating Target Dashboards

• Target dashboards can be created from the Sales or Forecasts Lists.
• Firstly, within either menu change the ‘State’ to ‘All’ and select a custom date.

• Click on ‘Views’, select ‘Report’ and then ‘Create a New Widget’, select ‘Target Chart’.
• There are 3 types to choose from: Target Chart, Heat Table and Gauge Chart.
• Enter in a unique name, define an X and Y axis and select the period to match your definition.
• Click on Save.

This can then be pinned to a Homepage Dashboard and shared with the wider team.

Below is an example of a ‘Sales vs Forecast’ Target chart.