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Sales Target supports bulk operations through Excel files. You can export your current targets for reporting or backup, and import new targets in bulk to save time.
Required permission:
  • View Sales Target - Manager

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Exporting Targets

To download your current targets as an Excel file:
  1. Go to the Sales Target Manager page.
  2. Apply any filters if you want to export a specific subset of targets.
  3. Click the Export button in the filter bar.
  4. The file will be downloaded automatically in .xlsx format.
The exported file includes all columns visible in the target table: period, city, store, email, active days, total target, total achievement, and category breakdowns.

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Importing Targets

Importing allows you to create multiple targets at once from an Excel file. Follow these steps:

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1. Download the Template

  1. Click the Import button in the filter bar.
  2. In the upload dialog, click Download Template to get the Excel template.
  3. Save the template file to your computer.
Import dialog with template download

The Import dialog shows the file upload area and a Download button to get the Excel template.

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2. Fill In the Template

Open the template in Excel or any spreadsheet application and fill in your target data. The template includes the following columns:
ColumnRequiredDescription
City/HubYesThe location name
StoreYesThe store or outlet name
EmailYesThe representative’s email address
Active DaysYesNumber of working days (1–31)
Total TargetYesThe monthly sales goal
Category columnsNoOne column per category (e.g., Food, Beverages)
The category columns in the template match the categories you configured during setup. If you add new categories later, download a fresh template to get the updated columns.

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3. Upload the File

  1. Drag and drop your filled Excel file into the upload area, or click to browse and select the file.
  2. Wait for the file to be processed. A progress indicator will show the upload status.

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4. Preview and Review

After the file is processed, a preview table shows all the parsed data:
  1. Select the target month and year using the dropdowns at the top of the preview.
  2. Review each row in the preview table.
  3. To edit a cell, hover over it and click the pencil icon that appears. Modify the value and click outside the cell to save.
  4. To remove a row, click the trash icon on that row.
  5. Rows with validation errors are highlighted in red. The error details appear below the affected row.
Import preview table

The preview table shows parsed data with the target period selector, total store count, and per-row actions.

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5. Submit

Once you are satisfied with the data, click Submit to create all the targets. A success message will appear when the import is complete.

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Validation Rules

The following rules are checked during import:
  • City and Store are required fields and cannot be empty.
  • Email must be a valid email address.
  • Active Days must be a whole number between 1 and 31.
  • Total Target must be a number greater than or equal to zero.
  • Category targets cannot be negative.
  • The sum of category targets should match the total target.
  • Duplicate entries (same city, store, and email combination) will be flagged.
Rows with validation errors must be corrected or removed before you can submit.

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Import Limits

  • Supported formats: .xlsx and .xls
  • You cannot import targets for past periods (months that have already ended).