Sales Person Target Allocation
With management of Sales Person, ERPNext also allows you to assign target Sales Persons based on Item Group and Territory. Based on target allocated and actual sales booked by Sales Person, you will get target variance report for the Sales Person.
1. Sales Person - Item Groupwise Target Allocation
1.1 Open Sales Person's Master
To allocate target, you need to open specific Sales Person master.
Selling > Sales Partners and Territory > Sales Person > Edit
1.2 Allocate Item Groupwise Target
In the Sales Person master, you will find table a called Sales Person Target.
In this table, you should select Item Group, Fiscal Year, Target Qty and Amount.
You can give target in amount or quantity, or in both. Item Group can also be left blank. In this case the system will calculate target based on all the Items.
1.3 Target Distribution
If you wish to spread allocated target across months, then you should set up Monthly Distribution master, and select it in the Sales Person master. Considering our example, target for the month of December will be set as 5 qty (10% of total allocation).
1.4 Report - Sales Person Target Variance Item Groupwise
To check this report, go to:
Selling > Other Reports > Sales Person Target Variance Item Group-wise
This report will provide you variance between target and actual performance of Sales Person. This report is based on Sales Order report.
As per the report, allocated target to Sales Person for the month of December was 5 qty. However, Sales Order was made for this employee and Item Group for only 3 qty. Hence, variance of 2 qty is shown in the report.
2. Sales Person - Territorywise Target Allocation
To allocate target to Sales Person based on Territory, you can should select specific Sales Person in the Territory master. This Sales Person is entered just for the reference. Sales Person details are not updated in the variance report of Territorywise Target Allocation.
2.1 Go to Territory master
Selling > Sales Partners and Territory > Territory > (Edit specific Territory)
In the selected Territory, you will find field to select Territory Manager. This field is linked to "Sales Person" master.
2.2 Allocating Target
Target Allocation in the Territory master is same as in Sales Person master. You can follow same steps as given above in 1.2 to specify target in the Territory master as well.
2.3 Target Distribution
Using this Monthly Distribution document, you can divide target Qty or Amount across various months.
2.4 Report - Territory Target Variance Item Groupwise
This report will provide you variance between target and actual performance of Sales in particular territory. This report is based on Sales Order report. Though Sales Person is defined in the Territory master, its details are not pulled in the report.
3. Target Distribution
Target Distribution document allows you to divide allocated target across multiple months. If your product and services is seasonal, you can distribute the sales target accordingly. For example, if you are into umbrella business, then target allocated in the monsoon season will be higher than in other months.
To create new Monthly Distribution, go to:
Accounts > Monthly Distributon
You can link Monthly Distribution while allocating targets in Sales Person as well as in Territory master.
- Sales Persons in the Sales Transactions
- Using Sales Person in transactions