FAQs in this section
What is the Targets Add-on in Vtiger CRM?
Who can set targets in the Targets module?
Can Targets be set on a monthly and quarterly basis?
What does the Target module List view display?
What is the purpose of Filters in the Target module List view?
What actions can you perform in the Target module List view?
What are the benefits of the Targets add-on?
How do I install the Targets add-on?
How do I access the Targets add-on?
Can I add targets to line items?
As an Admin, can I edit the target records created by other users in vtiger CRM?
Can I set quotas for users who do not directly report to me?
How can I view the progress of a user towards their target?
Is it possible to revise targets once they have been set?
What are the three target values in the Targets module?
Table of Contents
You can set the following three target values in the Targets module:
- Quota - You can set the target you or your team want to achieve in a month or a quarter. Here, you can assign individual targets and view or modify them.
- Achieved - This value tells you if the set target was achieved.
- Gap - This tells you if there was a gap between the set and achieved targets.
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