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 are the three target values in the Targets module?
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?
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 benefits of the Targets add-on?
Table of Contents
The following are the benefits of the Targets add-on:
- Improved Focus - Targets provide a clear direction and purpose. They help individuals and teams know precisely what they are working towards, which improves focus and reduces distractions.
- Motivation and Engagement: Goals give individuals a sense of accomplishment and drive to achieve their desired outcomes.
- Measurable Progress: This helps track how far you’ve come and provides a sense of accomplishment as you move closer to your goal.
- Improved Performance: Targets push individuals and teams to perform better.
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