# Setup Branch + Company/Group Wise Targets

**YouTube:** [How to Set Up Branch and Company / Group Wise Targets](https://www.youtube.com/watch?v=bOQ0EWJcO94)?

## How to Set Up Branch and Company / Group Wise Targets?

This tutorial explains how to **define sales targets for branches based on Company (Brand) or Group in Logic ERP**, set commission percentages, and analyze **target vs achievement performance** through reports.

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### Open Target Setup Window

Follow the steps below to access the target configuration screen.

**Navigation Path**

* Go to **Main Menu**
* Open the **Setup Module**
* Navigate to **Branch Setup**
* Click **Setup Branch + Company/Group Wise Targets**

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This will open the **target configuration window** where branch-wise targets can be defined.

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### Select Branch and Target Criteria

Now configure the target based on the required criteria.

**Select the Branch**

* Choose the **Branch** for which you want to define the target.

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**Choose Target Criteria**

You can define targets based on:

* **Brand (Company)**
* **Group**
* **Brand + Group**

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* **Example:** If you want to set the target for a **specific company**, select the **Brand** from the available list.

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### Define the Target Period

Next, select the period for which the target will be applicable.

**Select Period Format**

You can define targets based on:

* **Month + Year**
* **Yearly Format**

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* In this example, we are using **Month + Year format**.
* Select the **specific month** for which the sales target will be defined.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FGt6oK96JiqbeJwdVDP6O%2FSelect%20Month.png?alt=media&#x26;token=4ced2f9d-dbba-4001-9f20-891154fd5615" alt=""><figcaption></figcaption></figure>

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### Enter Target Details

Now enter the required **target values and commission details**.

**Define Target Based On**

You can set targets in:

* **Value**
* **Quantity**
* **Both Value and Quantity**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F4NOgtcESCELovhEv7p0j%2FTarget%20Value.png?alt=media&#x26;token=4361be44-7b10-4fcd-b61e-8e9917667d3d" alt=""><figcaption></figcaption></figure>

**Set Commission Percentage**

* Define the **commission percentage**.

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* The system will calculate the **commission automatically based on achieved sales**.
* Click **Save** to store the target configuration.

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### Import Targets Using Excel

Logic ERP also allows you to **import target details through Excel**, which is useful for bulk data entry.

**Steps to Import Data**

* Go to **Entry Mode**
* Click **Import from Excel**

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* Use the **Excel Help** option to understand the **required column format**

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* Prepare the Excel file accordingly
* Click **Browse** and select the Excel sheet from your system
* Click **Refresh** to load the data
* Click **Save**

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This method allows **quick and efficient target setup for multiple records**.

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### Automatic Commission Calculation

Once the targets are defined:

* As **Sales Bills are generated during the selected month**,
* The system **automatically tracks sales performance**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FnSKoy5fYpeTi8VlwYgd1%2FSale%20Bill.png?alt=media&#x26;token=e698710a-edea-47cf-a286-c6e61458dd7a" alt=""><figcaption></figcaption></figure>

Based on the **achieved sales value**, the system calculates the **applicable commission percentage automatically**.

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### View Target vs Achievement Report

To analyze the performance against defined targets, use the reporting module.

**Navigation Path**

* Go to **Reports & Queries**
* Open **Customer + Item Sales Analysis**
* Select **Branch + Company/Group Wise Target vs Achievement Analysis Report**
* Apply the **required filters** and **generate the report**.

#### **Understanding the Report**

The report provides a clear overview of:

* **Total Sales for the Month**
* **Defined Target**
* **Achievement Against Target**
* **Commission Calculated Based on Sales**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FhDTV33hgJf5zxD1Sn6lY%2FRepoty.png?alt=media&#x26;token=89677d32-1041-43d7-951f-1e2f45fe7be8" alt=""><figcaption></figcaption></figure>

This report helps you:

* Compare **actual performance with targets**
* Track **sales progress**
* Evaluate **commission earnings**

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### Conclusion

Using **Branch + Company/Group Wise Targets in Logic ERP**, businesses can:

* Define **structured sales targets**
* Track **branch-wise performance**
* Automate **commission calculations**
* Monitor **target vs achievement through detailed reports**

This feature helps improve **sales performance monitoring and incentive management**.
