CRM

Sales plan in CRM Analytics

Sales plan in CRM Analytics
Oksana Bednenko
March 30, 2020
Last updated: March 31, 2020
Dear Bitrix24 users,

Establishing sales objectives by setting sales targets is a good way to motivate employees, deliver big results and sell more. Bitrix24 CRM Analytics offers a Sales plan to set sales targets for each of your sales agents and track their progress.

There are two types of sales targets in Bitrix24: you can enter a number of deals that have to be won for a set period of time or set as a required sales volume, if you prefer the sales target.

You can create a short goal or a global plan by choosing the target period by month, quarter, half-year or year. In addition to the period, you also select the sales target view by employee, pipeline or company wide. You can also configure access permissions to sales targets if necessary.

Screen Shot 2020-03-31 at 4.40.37 PM.png

You can find this option in the CRM Analytics section > Sales > Sales plan Configure sales target.

For more information and detailed instructions, please visit this page.

Best regards, 
Your Bitrix24 team 

Free. Unlimited. Online.
Bitrix24 is a place where everyone can communicate, collaborate on tasks and projects, manage clients and do much more.
You may also like
Human resources
Surviving the Apocalypse: How to Work From Home Productively During Coronavirus Outbreak
Contact center
Bitrix24 What's New. How To Add Email Recipients
Contact center
SIP connector for Bitrix24 (Year 2014)
Contact center
How To Set Access Permissions For Bitrix24 Telephony