Target Meter | Online Help - Zoho CRM

Target Meter

Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users.
The Dashboards tab is renamed as Analytics for selected accounts.

Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through pile of reports to get this information, all you need to do is choose a target meter and define the relevant parameters and get the data.

Let's take an example to understand this better. Say, Zylker Inc. wants to set targets for a period of six months for each region and keep track of any gap that may occur. They can choose the multibar target meter  style and set the target for the sales manager's. In additon, they can also set individual targets for each sales manager in case the expected revenue varies region wise. This data will give a comprehensive and clearer picture of the target that was set for each region or individual and the target that was achieved. 

Create a Target Meter

Based on your business requirement you can choose from 4 different types of Target Meters:

  • Dial Gauge (with max value)
  • Bar
  • Multiple Bar
  • Traffic Lights

To create a target meter

  1. Click the Dashboards tab.
  2. In the Dashboard Builder page, select the dashboard in which the Target Meter has to be added.
  3. Click Add Component.
  4. In the Add Component page, click the Target Meter.
  5. In the Add Target Meter page, click the desired Target Meter Style.
  6. In the next page, do the following:
    • Enter the component name.
    • Select the Set target for, Target metric and Duration from the drop-down list.
      Click + Criteria filter to remove any data that should not be captured.
    • Specify the Target.
    • If you want large numbers to be displayed in a shortened format, enable Display as shortened numbers. Set the format and select the decimal places.


  7. Click Save to save the target meter in a dashboard.
    Click Add & Reorder to add and rearrange the components.

Note
  • In the Traffic lights target meter style, you can customize the target meter to denote whether the numbers are in safe zone, danger, etc.
  • You can Clone, Edit, Delete, Print, Add to Home, Embed URL or Add a chart to favourite by clicking on the More icon in the component.
  • When you enable Display as shortened numbers, you can choose the format (for example, display thousands as K) and decimal places. If you've chosen the format as Millions (M) and decimal places as 2, the number 135,532,000 will be displayed as 135.53 M.
  • Supported formats are:
    Thousands (K)
    Millions (M)
    Billions (B)
    Lakhs (L)
    Crores (C)
  • Number of decimal places supported are: 0, 1, 2, and 3.




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