# Setup Branch + Company Groups + Date Wise Targets
**YouTube:** [How to Set Up Branch- and Company/Brand Group-Wise Date Targets?](https://youtu.be/1ygQjQdrVz8)
## How to Set Up Branch and Company/ Brand Group Wise Date Targets?
In this tutorial, you will learn how to **define and track sales targets** based on:
* **Branch**
* **Company / Group**
* **Date Range**
This feature helps businesses **plan, monitor, and evaluate performance effectively**.
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### Open Target Setup Window
To begin:
* Go to the **Setup Module**.
* Navigate to **Branch Setup**.
* Open **Setup Branch + Company Groups + Date Wise Targets**.
* This window allows you to **define structured targets across branches and groups**.
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### Create Company Groups
First, define company groups for target allocation.
* Enter **Company Group Name(s)**.
* Click **Save**.
**Result:** Company groups are successfully created.
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### Link Companies with Groups
Now assign companies to the created groups.
* Go to the **Company & Group Linking Section**.
* Select the required **Companies**.
* Click **Refresh**.
**Quick Assignment Tip:**
* Press **F2** in the **Group Column**
* This assigns the selected group to the entire column at once.
* Click **Save**.
Ensures **proper mapping between companies and groups**.
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### Define Targets (Batch Mode)
Now move to **Batch Mode** to define targets.
**Select:**
* **Branch**
* **Company Group**
**Set Target Parameters:**
* **Date Range** (targets are date-wise)
* **Annual Business Plan (ABP) Target**
* **Break-Even Point (BEP) Target**
**Understanding Target Types**
* **Break-Even Point (BEP):**\
Minimum sales required to **cover all costs** (No profit, no loss)
* **Annual Business Plan (ABP):**\
Planned sales target **above BEP** to generate **profit and growth**
* Click **Save** after entering values.
**Result:** Targets are successfully defined.
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### Review Targets (Entry Mode)
* Switch to **Entry Mode**.
* View and verify the **defined targets**.
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### Import Targets from Excel
You can also import targets in bulk.
**Steps:**
* Go to **Import Targets from Excel Tab**.
* Click **Excel Help** to understand required columns.
* Browse and select the Excel file.
* Import the data.
This helps in **quick bulk target setup**.
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### Generate Target vs Achievement Report
To analyze performance:
* Go to **Reports & Queries**.
* Open:
* **Customer + Item Sale Reports**
* Then select **Branch + Date-wise Target vs Achievement Report**
**Apply Filters**
* Select:
* **Branch**
* **Brand / Group**
* **Date Range**
* Generate the report.
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### Report Insights
The report provides:
* **BEP Target vs Achievement**
* **ABP Target vs Achievement**
* Performance comparison on a **Brand/Group basis**
Helps in **tracking actual performance against planned targets**.
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### Key Benefits of Target Setup
* Structured sales planning
* Track performance by branch and group
* Monitor profitability (BEP vs ABP)
* Easy bulk import via Excel
* Data-driven decision making
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### Final Outcome
You have successfully learned how to:
* Create **Company Groups**
* Link **Companies with Groups**
* Define **Branch-wise Targets**
* Import targets via **Excel**
* Analyze performance using **Reports**
Your system is now ready for **effective target planning and performance tracking**.
