Target Factors

Target Factors can be accessed from CRM Statistic Options menu. Target Factors are used to calculate the annual total entered when setting up a Target for a sales executive.

Menu	Icon	Description
File > Exit		Allows you to exit the Targets Factors form
File > New		Allows you to create a new Target Factor
File > Open		Allows you to open an existing Target Factor
File > Close		Allows a Target Factor that is in display or amend mode to be closed without saving any changes
File > Save		Allows you to save the Target Factor after creating or amending
Edit > Edit		Allows you to amend an existing Target Factor
Edit > Delete		Allows an existing Target Factor to be deleted
Tools > Distri..		Allows the distribution of the Target Factor by days in the month or equally
Help > Help		Displays this page

Creating a New Target Factor

1. Click New and enter the following details into the fields:

   Code: Enter a sales code for the Target factor. This can be alpha and/or numeric and up to eight characters.

   Description: Enter description for the Target factor. This can be alpha and/or numeric and up to 30 characters.

   Month: The months display from January to December and cannot be edited.

   Percentage split: Enter the percentage split for each month required. This will calculate when selecting annual input totals in Targets. The percentage split must total 100% or the Target factor will not save back.

   Note: At the bottom of the percentage split column, the total entered will display. The total must equal 100% to save the Target factor.

2. Click Save.

Editing a Target Factor

To amend a Target Factor:

1. Click on the Open icon.

   A form displays all previously created Factors.

2. Highlight the view you require and click OK.

3. Click on the Edit icon.

   Note: The only field that cannot be amended is the code.

Related Topics:

Target Factors

Generate stats overlay

Create stats summary

Statistics view maintenance

Statistics Tab

Team Management