Sales scoreboard

Hi, everyone.

I would like to have a function which I can view if each sales rep aim their target each months whether. Anyone has tips?

Thank you so much.

OTB best way to achieve this is via the reports module, maybe have a custom field somewhere which holds the target goal, and then taking a count of whatever module you want to check that target against you could output it onto a stacked bar chart

If you could give me and example of what data you would be pulling from where i can dive a bit deeper in detail :+1:

Currently, I would like to having graph to display each assigned user’s total sales for each month to know whether they aim the sales. I could do it in spot modules


some kind like this

I’ve not got any expertise with spots unfortunately, What issues are you having atm?

For report modules couldnt do like spot modules, it still sperate for each amount

Aye thats alright, Just need to know what issues you are having getting it to work in spots? What do you have so far is anything :ok_hand:

Also, may i ask one more questions? I would like to make a kanban to view every stage of opportunities. Any tips?
Thank you so much

Hello,

I haven’t tried but this may help you.

OMG, Thank you so much for your help!!!