How to: Set Up Sales Targets
In this example all salespersons get 5% commission until 1000 is reached, then 10% until 2000 is reached, and 15% until 5000 is reached, and 5 amount when 5000 is reached on all items at all stores, excluding food items.
Setup
- Click the
icon, enter Commission Rules, and select the relevant link.
- Click the New action.
- On the General FastTab, specify Code, Description, and the Priority, and set the Calculation Type as Sales Target.
- Set the Validation Period as 1 (No Time Limit) and Store Typeas All.
- On the Salespersons FastTab, select Salesperson in the Salesperson Type field.
- Add a new line and select Account Manager in the Salesperson Type field.
- On the Targets FastTab, set up the Minimum amounts, Calculation Types, and Values.
- Finally, on the Items FastTab, specify that the rule applies to All items, excluding Food Items.
To view individual targets
To monitor how individual salespersons are achieving the sales targets:
- Go to the Commission Sales Periods page (click the
icon, enter Commission Sales Periods, and select the relevant link.)
- Select a sales period in the list, click the Navigate action, and then click Sales Period - Target Sale.