Ideas for Acumatica

Feedback processing: We do not reply to all messages, but we do read them, analyze them, and work to improve Acumatica based on the feedback we receive. Ideas and comments may not appear immediately. Some legitimate ideas are flagged as spam and will be added when we review the spam folders.
Content: This portal is for product ideas and feedback only. If you need customer service assistance, contact your Acumatica Support Partner, submit a support case, or get assistance from community resources: LinkedIn Group or StackOverflow
No Reliance: Information is maintained on a best-efforts basis and may be changed without notice. Acumatica cannot guarantee the accuracy of the information provided or guarantee completion of features/ideas described on this portal.

Add sales targets or quotas to Acumatica CRM

  • Guest
  • Nov 3 2014
  • Future consideration
  • Attach files
  • Douglas Johnson commented
    July 31, 2018 18:43

    Workaround: There are company level targets and individual employee targets. 

    • Salespersons: In SalesDemo we attach attributes to employees (Sales Goal - Yearly) and use these values for reporting purposes. Quarterly goals could be accomplished using 4 attributes.
    • Company: Using a budget ledger, you can enter company and department level sales targets and use them on reports.