N.B. Left click any image to expand:

On the menu bar, hover over Tools and click Targeting. Fig.1. Click Actuals/Targets.

Please note - if departments are not relevant to your CRM, please ignore any reference to departments in this section.

Months navigated, user/type/department filters can be applied and export functions can all be accessed on the left hand side Fig.2 (1)

When no users have been assigned targets, there will be no users in the table. From the User dropdown select the appropriate user to add. Click Add User to List. Fig.2 (2). If desired user is not present, check department filters as only individuals within the filtered department will appear.

If the users have previously been assigned targets, you can click the link to use the same users and targets as the previous month. Fig.3

For each user, under the correct income stream, enter the figures as appropriate. Click Save. Fig 4.

The totals at the bottom will add up for those users that are visible. i.e. if a department has been filtered, the totals at the bottom will display the department totals.

These figures will be visible on the home screen for the user and the totals for Admin users, with the ability to filter by departments too. Fig.5