Setup Branch + Date Wise Targets

YouTube: How to Set Up Branch- and Date-Wise Targets?

How to Set Up Branch and Date Wise Targets?

In this tutorial, you will learn how to define and track branch-wise targets on a date basis in Logic ERP. This feature helps businesses plan sales, monitor performance, and compare targets with actual achievements.

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Open Target Setup Window

To begin:

• Navigate to the Setup Module.

• Navigate to Branch Setup.

• Open Setup Branch + Date Wise Targets.

This window allows you to define targets for individual branches over a selected date range.

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Select Branch & Define Date Range

• Select the Branch Name.

• Enter the Date Range.

Targets are allocated Date-wise (monthly targets distributed across dates).

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Define Break-Even Point (BEP) Target

What is BEP?

• The Break-Even Point (BEP) is when:

  • Total Sales = Total Costs

  • No profit, no loss

Enter BEP Values:

• BEP Target Value → Sales amount required to cover all expenses

• BEP Target Quantity → Units required to reach break-even

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Define Annual Business Plan (ABP) Targets

What is ABP?

• The Annual Business Plan (ABP) target represents:

  • Planned sales above BEP

  • Ensures profit and business growth

Enter ABP Values:

• ABP Target Value → Planned sales amount

• ABP Target Quantity → Planned sales units

Save Target Settings

• After entering all values, click Save.

Result: Branch-wise targets are successfully defined.

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Review Targets (Entry Mode)

• Switch to Entry Mode.

• Verify the defined targets.

Ensures accuracy before reporting and analysis.

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Import Targets via Excel

You can also import targets in bulk using Excel.

Steps:

• Click on Excel Help to view required columns.

• Prepare the Excel sheet accordingly.

• Click Browse and select the file.

Import Options:

• Direct Import → Instantly imports data

• Refresh + Import Items → Preview and then import

Useful for bulk target management.

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Generate Target vs Achievement Report

To analyze performance:

• Go to Reports & Queries.

• Open:

  • Customer + Item Sales Analysis

  • Then select Branch + Date Wise Target vs Achievement Report

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Apply Filters & Generate Report

• Select:

  • Branch

  • Date Range

• Generate the report.

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Report Insights

The report provides:

• BEP Target vs Achieved Sales

• ABP Target vs Achieved Sales

• Target Quantity vs Actual Quantity Sold

Helps you:

• Compare planned vs actual performance

• Identify gaps and opportunities

• Improve decision-making

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Key Benefits of Branch-Wise Targets

• Clear sales planning at branch level

• Track financial performance (BEP & ABP)

• Monitor quantity and value targets

• Easy Excel-based bulk setup

• Data-driven business decisions

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Final Outcome

You have successfully learned how to:

• Define Branch + Date-Wise Targets

• Set BEP and ABP targets (value & quantity)

• Import targets using Excel

• Analyze performance via reports

Your system is now ready for efficient target planning and performance tracking.