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After completing the setup, the Sales Target Manager page is your central hub for managing all sales targets. From here you can view, edit, and delete targets, as well as filter and search through your data.
Required permission:
  • View Sales Target - Manager

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The Target Table

The Manager page displays all sales targets in a table with the following columns:
ColumnDescription
#Row number
PeriodThe target month and year (e.g., “March 2026”)
City/HubThe location associated with this target
StoreThe specific store or outlet
EmailThe sales representative’s email address
Active DaysNumber of working days in the month
Total TargetThe monthly sales goal
Total AchievementCurrent sales achieved (updated automatically)
ActionsView, edit, and delete buttons
The table shows 25 records per page. Use the pagination controls at the bottom to navigate between pages.
Sales Target Manager table

The Manager page lists all sales targets with period, location, email, and achievement data.

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Filtering Targets

Use the filter bar at the top of the page to narrow down the displayed targets:
  1. Location: Select a city or hub from the dropdown to filter by location.
  2. Representative: Select a representative name to see only their targets.
  3. Period: Select a month to filter by target period.
  4. Search: Type in the search box to search by email, city, or store name.
Filters can be combined. For example, you can filter by a specific location and period at the same time.
Filter bar with dropdowns and action buttons

The filter bar provides Hub, Representative, and Period dropdowns, a search box, plus Export, Import, and Settings buttons.

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Viewing Target Details

To see the full details of a target, click the eye icon in the Actions column. The details modal shows: Header
  • Representative email and target period
  • A progress bar showing the overall achievement percentage
Location Information
  • City/Hub name
  • Store name
  • Active days for the month
Monthly Targets
  • Total monthly target
  • Target broken down by each category (e.g., Food: 500, Beverages: 300)
Daily Targets
  • Total daily target (calculated automatically: total target divided by active days)
  • Daily target per category
Achievement
  • Total achievement to date
  • Achievement per category
View Details modal

The View Details modal shows the progress bar, location info, monthly targets, daily targets, and achievement breakdown by category.

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Editing a Target

To modify a target, click the pencil icon in the Actions column. The edit modal allows you to change:
  • Active Days: The number of working days (1–31)
  • Total Target: The overall monthly goal
  • Category Targets: Individual targets for each category
The following fields are read-only and update automatically:
  • Daily Targets: Recalculated based on total target and active days
  • Achievement: Updated from completed task data
Edit Target modal

The Edit Target modal lets you update Active Days and target amounts. Daily targets and achievement figures are read-only and update automatically.

The sum of all category targets must equal the total target. A warning will appear if they do not match.
Click Save to apply your changes, or Cancel to discard them. If you have unsaved changes and try to close the modal, you will be asked to confirm.

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Deleting a Target

To delete a target, click the trash icon in the Actions column. A confirmation dialog will appear showing the target details. Click Delete to confirm or Cancel to go back.
Delete confirmation dialog

The delete confirmation dialog shows target details and warns that the action cannot be undone.

Deleting a target is permanent and cannot be undone.

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Past Period Restrictions

Targets for past months (periods that have already ended) cannot be edited or deleted. The edit and delete icons will appear grayed out for these records. You can still view the details of past targets by clicking the eye icon. This restriction ensures that historical data remains accurate for reporting purposes.