A monthly sales target is the total sales amount you aim to achieve within a month. The Rewaa platform allows you to set this target on the homepage, making it easy to monitor progress and make decisions to boost sales and achieve your goals.
How to Set a Monthly Sales Target
Go to the Homepage, where the monthly target appears below the sales amount.
Click on the Branches field and check the box (✔) for the desired branch.
Click the edit icon (🖋).
Enter the monthly target and click the checkmark (✔).
Repeat these steps for all your branches. Once done, select all branches to view the total target across all branches on the homepage.
As sales transactions are recorded, you can track progress and see how close you are to meeting your target.
FAQ
1. Can I edit the monthly target after setting it?
Yes, you can edit the target by following the same steps as above.
2. Does failing to achieve the monthly target affect sales?
No, the sales target is meant to help with planning and decision-making. Not achieving it has no direct impact on sales performance.
3. Is there a dedicated report to track sales target achievement?
This feature is not currently available on the Rewaa platform. You can share your suggestions through the suggestions platform.
4. Can I delete a monthly target?
Yes, enter "0" in the target field using the same steps as above.
5. Can I track the target progress for each branch individually?
Yes, select a specific branch to see its target and progress. To view the overall target for all branches, select "All."
6. Does an unmet target carry over to the next month?
No, at the end of the month, the target resets to "0" for all branches. You can set a new target for the following month.