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Product Suggestions
Status Available as Preview Feature
Categories CRM App
Created by Guest
Created on Feb 19, 2021
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit SPA-I-175 Ability to set budgets/ targets/goals for customers.

Set Sales Targets for Customer Accounts Merged

A customer would find it useful to be able to set sales value targets on company records. We would need an option to choose what date range the target was for e.g. for a quarter or for the calendar year etc. Then show % progress to the sales processed within that period to see if the target has been achieved or how far off they're from the target.