What Are Target Sales?
Target sales is total sales for the month.
How To View the Target List
First, access the setup section. To access, click on Setup in the upper menu bar.
In the Go to Setup Section Drop-Down Menu, select Target Sales.
On the Target Sale page, the monthly targets are shown in a table. The table displays the month (1), target’s dollar amount (2) and the clinic location (3).
How to Edit or Delete the Target Sale
First select the target sale year from the drop-down list. Once the user has selected the year, click Submit.
By default, each month is set to $0.00. To make changes, users will need to edit the amount. To Edit a specific month’s target, click the Pen icon for the corresponding month.
This will unlock a field, which will allow the user to change the dollar amount. Once you’ve verified the amount, click on the save icon to save the change. If you no longer wish to edit, click on the cancel icon to revert the amount to its original content.
