> For the complete documentation index, see [llms.txt](https://docs.aiflo.app/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.aiflo.app/crm/target.md). # Target Clear targets give sale representative a clear direction and purpose, helping them prioritize their efforts. ### Set Targets In the AiFlo CRM app, there are three types of targets. 1\. Sales Customer Target 2\. Sales Revenue Target 3\. Sales Product Target ### Sales Customer Target In the left navigation, click on **Target** and select **Customer**
On the **Sales Customer Target** page, click on the **+New** to add a new record
Add all the details (Here you can select the target type as Monthly, Quarterly, and annual) and click on **Save**
In **Admin dashboard +Sales Team Dashboard**, check the added Target Type and assigned **Sales Representative’s Name** Here you will find **the Target Number and the Target Achieved**
To check the target achieved, the target-assigned employee needs to create a customer and add a new customer To create a customer, in CRM, select Sales and click on Customer
On the customer page, click on +New to add a customer
Add all the details and **save**
New customer will be added to the list
Check the added **customer target** in the **Admin dashboard + Sales Team Dashboard**
### Sales Revenue Target In the left navigation click on **Target** and select **Revenue**
In the **Sales Revenue Target** page click on the **+New** to add a new record
Add all the details (Here you can select the target type as Monthly, Quarterly, and annual) and click on **Save**
Check the added target in the **Admin dashboard + Sales Team Dashboard**
To check the achieved revenue target, one needs to assign that employee in the sales order as a sales representative. In the left navigation select **Sales** + **Orders**
Click on the (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F8obUceOElrCPEsbo9vOT%252F9.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=936156db\&sv=2) and edit the **Purchase Order Details**
Add the **Sales Representative’s Name** and check the added month’s date in **Date Issued** field and **Save**
In **Admin dashboard + Sales Team Dashboard**, check the added Target Type and assigned **Sales Representative’s Name** Where you will find the **Targeted Revenue and Achieved Number**
### Sales Product Target In the left navigation click on **Target** and select **Product**
In **Sales Product Target** Click on the **+New** button to add a **New Product**
Add all the Details (Here you can select the target type as Monthly, Quarterly and annual) and **Save**
Here you will see the **Added Products Details**
Last Updated 15 December 2025