Targets
Set sales, quantity and visit targets for each salesman for a period, and load them to see how each person is doing.
Why and when you use it
A target gives each salesman a clear number to aim for and gives the manager a fair way to compare people. Targets also drive incentives: incentive slabs are based on how much of the target a salesman achieves. The owner or sales manager sets targets at the start of each period.
Before you start
- Add the salesmen (Salesmen)
- Look at last period's sales (Performance or Reports) to set realistic numbers
Step by step
- Open TargetsUnder Stockivio ERP, open Targets. The list shows Salesman, Period, Target Sales (₹), Target Qty, Target Visits and Notes.
- Press Set TargetPress Set Target and choose the salesman and the period, usually a month.
- Enter the three targetsEnter Target Sales (₹) for value, Target Qty for the quantity you want sold, and Target Visits for the number of shop visits.
- Add notesUse Notes for anything the salesman should remember, for example a focus product or a new outlet push.
- Save the targetPress Save Target. Repeat for each salesman.
- Load progressPress Load to see the targets for a period. For actual against target, open Performance.
Worked example
For November 2026, Sharma Traders sets Ravi a target of ₹5,00,000 sales, 2,500 cases and 160 visits on Malviya Nagar, and Imran ₹4,00,000, 2,000 cases and 150 visits on Sanganer.
- Press Set Target, choose Ravi Kumar and November 2026.
- Enter Target Sales (₹) 5,00,000, Target Qty 2500, Target Visits 160, Notes: push new 1 kg atta pack; press Save Target.
- Repeat for Imran with 4,00,000, 2000 and 150.
- Press Load and check both rows.
Result: Both targets appear for November. Performance will show each man's Sales Ach%, and Payroll will use the achievement against these targets to calculate incentive from the slabs.
💡 Tips
- Base targets on the last three months, plus a realistic growth, not on a wish.
- Set visit targets to match the Beat Planner; 2 beats a week of 18 shops is roughly 150 visits a month.
- Set targets before the month starts so salesmen know them on day one.
⚠️ Common mistakes
- Setting a target for the wrong period. Check the Period column after saving.
- Changing targets late in the month. It looks unfair and changes incentive payouts; agree changes in writing.
Questions
Do I need all three targets?
No, but sales value is the one most incentive slabs use. Quantity and visits help you see effort as well as result.
🎬 Video walkthrough (script — recording coming soon)
- Scene 1: Open Targets and explain the columns.
- Scene 2: Press Set Target, pick Ravi and November 2026.
- Scene 3: Enter sales, quantity and visits and a note; press Save Target.
- Scene 4: Add Imran's target.
- Scene 5: Press Load and show both rows.