Overview
Incentives sets sales targets for your salesmen — by volume (units) or by value (₹) over a period. Open Sales Man > Incentives.
The Incentives List
| Column | What it shows |
|---|---|
| Incentive name | For example pongal bonus |
| Target type | volume or value |
| From / To | The period the incentive runs |
| Target Volume / Target Value | The target to reach |
| Notes | Any notes |
| Actions | Edit (pencil) or delete (bin) |
Use + to add an incentive and Search here to find one.
Adding an Incentive
Click + to open New Incentive.
| Field | Required | Description |
|---|---|---|
| Incentive Name | Yes | A name for the incentive |
| Salesman | Yes | Who the target is for |
| From / To | — | The period. Today by default |
| Volume / Value | — | Set the target in units (Volume, the default) or in rupees (Value) |
| Target Volume | Yes | The target to reach |
| Enter Description | No | What the incentive is for |
Click Submit to save, or Cancel to leave without saving.
Note: Progress against targets shows on the Salesman Dashboard as Target % (MTD) and Target % Achieved.