Use Gold-Vision to standardise your reporting for your meetings and collate charts to track progress for the business. Create widgets, tables or counts which are dynamically refreshed using the data in Gold-Vision.
Use either the Sales and Forecast Lists
, Opportunities or Quotes lists to get the data you want from your monthly or annual charts.
Create your monthly or quarterly sales charts: Setting up Sales Charts
Setup your 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 targets.