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On the dashboard to show the Sales Managers budget so we can track current orders against budget

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    • Andrew Ardron
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      Mar 21, 2022

      The ability to set goals and targets for sales revenue is currently in early preview with some basic functionality for setting goals and previewing results. If you're interested in joining the preview programme for this feature please contact customer services... or just go to settings and search for "goals" to turn on the preview feature.

      There's a little more information available in the v82 release notes: https://docs.prospect365.com/en/articles/5827085-release-notes-v82


    • Andrew Ardron
      Reply
      |
      Dec 1, 2021

      We are currently investigating the ability to set goals/budgets for sales/revenue.

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