Target enables one to define the expected quarterly performance of a region for a given financial year. Target Versus Actual Analysis portrays the acutal performance versus the expected.
New Target
- Target Year
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Year of the target. Example: 2006, 2007
- Region
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Target for the Region.
- Target Type
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Type of the Target. Example: Win Leads.
- Quarterly Target
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Financial measure of the target. Example: 2,000
- Example
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Target Year = 2007, Region = South, Target Type = Win Leads [Potential], Q1 = 1,500
=> For South region, in the year 2007, you expect to win 1,500 ($1,500) worth of leads in Quarter 1.
To find the actuals for year 2007:
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Go to Settings Tab (Click Application -> Settings)
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Locate 'Target Versus Actual for the Year', select 2007 in the combo.
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Press 'Save Settings' button.
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Click 'Analysis -> Target Versus Actual' menu.
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