Setup Branch + Company Groups + Date Wise Targets
YouTube: How to Set Up Branch- and Company/Brand Group-Wise Date Targets?
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.
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.
Create Company Groups
First, define company groups for target allocation.
Enter Company Group Name(s).
Click Save.
Result: Company groups are successfully created.
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.
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.
Review Targets (Entry Mode)
Switch to Entry Mode.
View and verify the defined targets.
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.
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.
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.
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
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.
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