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Status Likely to implement
Categories CRM App
Created by Guest
Created on May 6, 2021

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

No description provided
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  • Admin
    Andrew Ardron
    Reply
    |
    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


  • Admin
    Andrew Ardron
    Reply
    |
    Dec 1, 2021

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

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