sales person targets

[Former Member]

can you please let me know is there any provision of inserting Sales person target so as to get reports of Target VS Actuals and other reports

thanks

srinivasan

[Former Member]

Dear Friend,

If you want to assign a sales person to a customer master records,

It can be done via partners .

go to sales and dis tab in customer masters and in the partner function put PE and then put the sales person's personnel number in the next column and save the same.

now there are several satandard reports availabe sales person wise report where you can display number of customers their sales revenue with the personnel number of the sale semployee.

reward points if helpful.

regards,

Amlan

[Former Member]

Hi,

I have the same issue.

1) Need to incorporate the Sales Employee in Customer Master. But the the hitch is we are not using the HR Module. Can you pls. let me know the config. settings for creating Sales Employee Master without HR Module.

2) Need to maintain monthly targets against the sales Empployee and then create MIS for actuals v/s sales , viz , Month on Month, Year on Year and Cumulative YTD.

Sriram.S.