# Plan sales goals

> [HTML Version](sales-goals.html)

The **Sales Goals** app is designed to create the company's sales plans. Managers can set goals for different periods and assign them to groups and individual employees. 

Before you start working with the app: 

- Set the period for which sales goals will be created. The available periods are year, quarter, and month. For more information, see [Set the currency and period](transactions-settings.md). 

- In the **CRM** workspace, create groups of employees responsible for sales in the company. For more information, see [CRM directories](crm_objects.md#sales_teams). 

In the app, you can create goals at three levels: for the entire company, a sales group, or an individual employee. Group goals can be linked to company goals, and personal goals can be linked to group goals.

This makes it possible to set goals with a clear hierarchy so that each employee knows their plan. For example, the CEO can set a goal for a specific amount of annual profit. The sales manager can create a goal for each group to distribute revenue among departments. Sales group lead can then distribute these amounts among the employees in their groups. 

To track goal completion, use **Revenue Reports**, where managers can monitor the performance of groups and employees, track progress against the plan, and adjust it. Each manager can use the report to check the remaining amount needed to reach their personal and overall goals. 

## Create a sales goal 

To add a new goal: 

1. In the workspace's left menu, open the **Sales Goals **app.  

2. Click **+ Sales Goal**. 

3. In the window that opens, fill in the fields: 

(sales-goals-1.png)

- **Name\***. Enter the name of the sales goal. 

- **Type\***. Select the sales goal type from the drop-down list: 

	- **Personal**. The goal is assigned to a specific employee. 

	- **Group**. The goal is assigned to a sales group.

	- **Company goal**. The goal is set for the entire company.  

- **Amount\***. Enter the amount to be received by the company. 

- **Currency type\***. Click the magnifying glass icon and select a currency from the [Currencies](cash-flow-items.md) directory in which the funds are to be received. 

- **Sales team\***. This field appears on the form when you select **Personal** or **Group**. Select a group from the [Sales Teams](crm_objects.md#sales_teams) directory. The goal will be set for the employees in the selected team. 

- **Person in charge\***. Specify the employee responsible for achieving the goal. 

- **Period\***. The value is set automatically according to the [period setting](transactions-settings.md). 

- **Year**/**Quarter**/**Month\***. The field name depends on the value of the **Period**. Select the period in which the sales goal must be achieved from the drop-down list.  

- **Start of the period\***, **End of the period\***. These fields appear after you fill in the **Year**/**Quarter**/**Month**. The field values are calculated automatically. 

- **Group goal**/**Company goal**. The field name depends on the selected goal type. Click the magnifying glass icon and select an existing goal from the list under which the current goal will be set. 

4. Click **Save**. 

The created goal will appear in **Sales Goals**. 

By default, items in the app are displayed as a [table](360009923311.md#table), which contains basic information about sales goals. In the [table settings](360009923311.md#table_settings), you can change the item properties displayed. 

(sales-goals-2.png)

Revenue reports for the company will be generated based on the set goals and estimated and received incoming payments.  

## Edit a goal 

Users with editing permissions can change the parameters of created goals. To do this, open the goal page and click **Edit**. 

You can change all goal parameters entered when the goal was created.