How to set up the Units Sold vs. Targets Report

The Units Sold vs. Targets report displays the amount of units sold and the corresponding goal for each date range interval. This is a great report for sales teams that want to track their progress and goals over a longer date range.

Options Tab

Products

Now navigate to the Options tab and select the products you would like to see from the products field.

three products selected

Date Range

Select whether you want to use the date the order was created, or the Order Due Date.

Date order created selected

Now select the date range and interval you want to track.

rolling dates, last 7 days selected.

Targets (Goals)

Select the number of Targets you wish to see. This should correspond to the number of intervals from your date range. Above, 7 days is selected, so you would want 7 targets. If 4 weeks was selected, you would want 4 targets.

7 targets

You can change the label and target number for each target by clicking the pencil icon.

arrow pointing to the pencil icon on the first target.

Targets are organized by older sales in the date range being at the top, and newer sales being at the bottom.

Target figures set

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