A sales plan is a tool for a company that aids in managing cash flow and tracking employee performance.
Check if this tool is available on your plan.
Plan and pricing page
Plan and pricing page
To configure the sales plan:
- Go to the CRM section > Analytics > Real time analytics > Sales funnel.
- Select Sales plan tab in the left menu.
- Click Configure sales target.
Select a target period: month, quarter, half-year, or year.
Decide whether to display total sales or the number of deals.
Select 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:
- Go to the CRM section > Settings > CRM access permissions.
- Adjust the access level when editing an employee's role.
Other basic reports are available in the CRM analytics section, providing insights on sales, customers, manager efficiency, and more.
CRM Analytics
In brief
- A sales plan is a tool for a company that aids in managing cash flow and tracking employee performance.
- Go to the CRMsection > Analytics > Real time analytics > Sales funnel.
- Select Sales plan tab in the left menu.
- Click Configure sales target.
- Select a target period: month, quarter, half-year, or year.
- Decide whether to display total sales or the number of deals.
- Assign targets for each employee. Save the changes and start tracking the employees' progress.
