> 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**
In the **Sales Visit Target** page, click on the **+New** to add a new record
Add all the required details and **Save**
Newly added record will be at the top of the list
To check the added target, select the **Field Sales + Dashboard**
Select **Target** in the dropdown and select **Target type**
Check the assigned **Sales Agent’s Name** and added **Visit Target**
As the sales agent completes his site visits, the **target** is achieved
Last updated 10 December 2025
