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?
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?
Is it possible to revise targets once they have been set?
How can I view the progress of a user towards their target?
Table of Contents
You can view progress in the Target vs. Achieved section of the Forecast & Quotas module. This provides a comparison between the assigned targets and the actual achievements.
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