Sales goals for representatives

ERPNext Selling/CRM
1

Hello everybody!,

I would like to know if it’ possible to establish sale goals (total $) for each sales representative and generate reports about these metrics.

Thanks in advance,
David

2

Hello,

Yes, its possible. Please check to learn more.

https://frappe.github.io/erpnext/user/manual/en/selling/setup/sales-person-target-allocation

Please note that screenshots are out-dated, but functionality is pretty much the same.