Targeting Report Type generally contains an overview of the results of sales or CRM user performance against targets that have been determined by the supervisor or CRM user with the Admin role.

1. Targets by Month

The Targets by Month report displays a stacked bar graph with 2 different types of reports.

The top stacked bar marked with dark blue & orange shows the comparison between the predetermined Target Deal (Value) and the total Deal (Value) in Stage Won.

The bottom stacked bar marked with light blue & turquoise displays the ratio between the Target number of Deals (Count) that has been determined and the total number of Deals (Count) in Stage Won.

The period in the chart does not follow the time filter on the filter bar but has a specific period, namely the months of the year. The total amount of Deal (Value) follows the default currency selected by the User.

The Deal that counts refers to the time at which the Deal has shifted to the Won stage. Example: Deal 1 was made on May 9, 2018, and then shifted to the Won stage on July 14, 2018, then the Deal will enter the total deal amount for the July 2018 period.

2. Targets by Month by Value

The Targets by Month by Value report is a graph of a stacked bar that displays a comparison between the total amount of Deal (Value) in Stage Won with the target amount of Deal (Value) that has been determined in the selected month and grouped by the User who created the Deal. This chart period does not follow the time filter on the filter bar but has a specific period, namely the months of the year. The total amount of the Deal follows the default currency selected by the User.

The Deal that counts refers to the time at which the Deal has shifted to the Won stage. Example: Deal 1 was made on May 9, 2018, and then shifted to the Won stage on July 14, 2018, then the Deal will enter the total deal amount for the July 2018 period.

3. Targets by Month by Count

The Targets by Month by Count report is a graph in the form of a stacked bar that displays a comparison between the total number of Deals (Count) in Stage Won with the target number of Deals (Counts) that have been determined in the selected month and grouped by the User who created the Deal. This chart period does not follow the time filter on the filter bar but has a specific period, namely the months of the year.

The Deal that counts refers to the time at which the Deal has shifted to the Won stage. Example: Deal 1 was made on May 9, 2018, and then shifted to the Won stage on July 14, 2018, then the Deal will enter the total deal amount for the July 2018 period.

4. Targets by Month by Value by Team

The Targets by Month by Value by Team report is presented in a stacked bar graph that shows a comparison between the total amount of Deal (Value) in Stage Won with the target amount of Deal (Value) determined in the selected month and grouped by the Deal-making team. This chart period does not follow the time filter on the filter bar but has a specific period, namely the months of the year. The total amount of the Deal uses the default currency selected by the User.

The Deal that counts refers to the time at which the Deal has shifted to the Won stage. Example: Deal 1 was made on May 9, 2018, and then shifted to the Won stage on July 14, 2018, then the Deal will enter the total deal amount for the July 2018 period.

5. Targets by Month by Count by Team

The Targets by Month by Count by Team report is presented in a stacked bar graph that shows a comparison between the total number of Deals (Count) in Stage Won with the target number of Deals (Count) that has been determined in the selected month and grouped by the Deal-making Team. This chart period does not follow the time filter on the filter bar but has a special period, namely the months of the year.

The Deal that counts refers to the time at which the Deal has shifted to the Won stage. Example: Deal 1 was made on May 9, 2018, and then shifted to the Won stage on July 14, 2018, then the Deal will enter the total deal amount for the July 2018 period.