Ideas for Acumatica

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Track Monthly Sales Quota's for Salespersons

It would be helpful to track quotas or budgets by salesperson, by year, by month.

We envision this as a new tab on the Salespersons screen (AR 20 50 00) with a filter at the top to control the year being displayed and a grid display below either showing accounting periods and budget dollars or separate columns for start and end dates with a corresponding budget.  While additional requests could grow to be extremely elaborate, this might be a simple place to start.

  • Shawn Slavin
  • Oct 17 2017
  • Future consideration
  • Attach files