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.