Sales plan is a tool for company growth, helping manage money flows and monitor employee productivity.

To set up the sales plan:

1. Go to CRM > Analytics > Sales funnel.
2. Select Sales plan on the left.
3. Click Configure sales target.

Target period: Choose a target period: month, quarter, half-year, or year.

Target: Decide whether to display total sales or the number of deals.

Sales target view: Choose the view by employee, by pipeline, or company-wide.
Sales pipelines

Assign targets for each employee. To add more employees, click Add more.

Save the changes and start tracking the employees' progress.

To control access to the sales plan:

1. Go to CRM and expand Settings.
2. Click Access permissions and select CRM.
3. Adjust the access level when editing an employee's role.

Access Permissions in CRM

Other basic reports are available in the CRM analytics section, providing insights on sales, customers, manager efficiency, and more.
CRM Analytics