How do we set sales target at Customer Level — Cloud Customer Connect
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How do we set sales target at Customer Level

edited May 14, 2025 4:01PM in Sales 2 comments

Summary:

We have a customer requirement in which sales Targets are not only set at Salesperson level but they also have the requirement to set targets at "Customer Level". Business set these sales target and want to monitor these targets achievement at customer level too.

Content (please ensure you mask any confidential information):

Business Use case:

Every year sales targets are planned and set for each sales person. Each of the salesperson are associated to set of Customers. The Business wants to track the targets at Customer level too. They want to track at customer level the total not at individual product level currently, but this can change in future

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