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.
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.
Select Branch & Define Date Range
Select the Branch Name.
Enter the Date Range.
Targets are allocated Date-wise (monthly targets distributed across dates).
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
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.
Review Targets (Entry Mode)
Switch to Entry Mode.
Verify the defined targets.
Ensures accuracy before reporting and analysis.
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.
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
Apply Filters & Generate Report
Select:
Branch
Date Range
Generate the report.
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
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
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.
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