Product

Sales plan in CRM Analytics

1 min read
Vlad Kovalskiy
March 30, 2020
Last updated: December 29, 2020
Sales plan in CRM Analytics
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 

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