> 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/field-sales/reports-by-target.md).

# Reports by Target

To set a **sales visit target**, in **CRM**, select Target and click on **Visit**

<figure><img src="/files/qY225cvwMTok7qCuPMRM" alt=""><figcaption></figcaption></figure>

In the **Sales Visit Target** page, click on the **+New** to add a new record

<figure><img src="/files/2QoQ0Q5Z36DBanb2xsaC" alt=""><figcaption></figcaption></figure>

Add all the required details and **Save**

<figure><img src="/files/9xQyv4Ov9bmJhNedVoSY" alt=""><figcaption></figcaption></figure>

Newly added record will be at the top of the list

<figure><img src="/files/3KOwgCQ4teaDkZCe3bop" alt=""><figcaption></figcaption></figure>

To check the added target, select the **Field Sales + Dashboard**

<figure><img src="/files/6VBC5dHgPlqdg9ARecti" alt=""><figcaption></figcaption></figure>

Select **Target** in the dropdown and select **Target type**

<figure><img src="/files/SNtfAPBs7IYVn9ZewjGu" alt=""><figcaption></figcaption></figure>

Check the assigned **Sales Agent’s Name** and added **Visit Target**

<figure><img src="/files/qNg4ZjbcABaKpatKGeMe" alt=""><figcaption></figcaption></figure>

As the sales agent completes his site visits, the **target** is achieved

<figure><img src="/files/WtNbBdxcOXfursr4w9jf" alt=""><figcaption></figcaption></figure>

Last updated 10 December 2025