Sales Target (Quota) Reports using Zoho Reports

- Zoho Reports Advanced Analytics Add-on for Zoho CRM -

Creating the Sales Target Report

This slideshow explains how to setup and view the sales performance (actual sales achieved vs target set) of sales persons

The Zoho Reports Advanced Analytics add-on for Zoho CRM offers an easy way to do this

Steps to be followed:o Define a 'Sales Person Target' table with names of sales

persons and their monthly/yearly targetso Create a SQL query that joins the 'Potentials' table with

the 'Sales Person Target' tableo Create a pivot view over this query table that will show

the sales persons' names with their actual and set targets

Creating the Sales Target ReportDefine a 'Sales Person Target' tableEnter the names of your sales reps in the 'Name' columnDefine each person's Monthly and Yearly targets

Creating the Sales Target Report

Define a query table joining the sales persons' names and their sales targets, with actual sales done in 'Potentials' table

Creating the Sales Target ReportThe Select Query used:

SELECT p."Potential Name" "Potential Name", p."Potential Owner" "Potential Owner", p."Amount" "Amount", spt."Monthly Target" "Monthly Target", p."Closing Date" "Closing Date", p."Stage" "Stage" FROM "Potentials" p inner join "Sales Person Target" spt on spt."Name" = p."Potential Owner" and p."Stage" ='Closed Won'

The above select query maps a sales person's ('Potential Owner') actual sales from the 'Potentials' table ('Amount' that is 'Closed Won') with his/her sales target ('Monthly Target' column in 'Sales Person Target' table)

Creating the Sales Target Report

Let's now create a pivot view (or chart) over the query table we constructed, comparing the monthly sales target with the last month's actual sales

Creating the Sales Target Report

Drag 'Potential Owner' to the 'Rows' shelfHave 'Monthly Target' (make sure 'Avg' function is chosen) and 'Amount' in 'Data' shelf

Creating the Sales Target Report

In 'Filters', drag and drop 'Closing Date', choose the function as 'Relative' and check 'Last Month'

Creating the Sales Target Report

The final pivot view will be as above. It shows the monthly target vs the actual sales last month, of each sales person

Creating the Sales Target Report

Similarly to monthly, you can do for yearly or quarterlyFor 'Yearly', modify the query table accordingly

Creating the Sales Target Report

In 'Filters' shelf, drag 'Closing Date', choose 'Relative' function and check 'Last Year'

Creating the Sales Target Report

The final pivot view will be as aboveIt shows last year's target vs the actual sales done last year, by each sales person

Zoho Reports Advanced Analytics Add-on for Zoho CRM

http://zoho.com/reports/crm