# Setup Branch + Date Wise Targets
**YouTube:** [How to Set Up Branch- and Date-Wise Targets?](https://youtu.be/WgyeWxlaQLM)
## 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**.
