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Former Member
Jul 19, 2017 at 01:05 PM

How to see Opportunity Won/Loss against Sales Target?

41 Views Last edit Jul 24, 2017 at 07:52 AM 2 rev

Hi Experts,

We have a scenario. The client has a report which is called Target v/s Actual

Under that report the sales head gives the target. For eg the sales executive has to create 10 retailers for the month of May.

We gave the client a process of retailer acquisition through lead->Opportunity process. If the opportunity is won and approved then the account is counted as a retailer.

We also created a sales target plan in the system.

Now we want to check the Target v/s Actual in the system. Could anyone tell me how to see that OR under which report we can view this.