Setting up Sales Targets

Maximizer Sales Leader Edition added the Sales Target report in its Sales Intelligence module. Initially; this dashboard will not display any results.

You will need to configure your sales targets in order for Sales Targets to display appropriate results. Here is how to configure your sales targets:

In Maximizer; choose the Targets module and select the Activities tab:

Adjust the following settings:

• User
• Interaction Type
• Fiscal Year
• Interaction Category

Modify the Target value for each Period shown. Once complete; your Sales Targets report will display properly: