1. Sales Target (Quota) Reports
using Zoho Reports
- Zoho Reports Advanced Analytics Add-on for Zoho CRM -

2. Creating the Sales Target Report
 This slideshow explains how to setup and view the sales
performance (actual sales achieved vs target set) of
sales persons
 The Zoho Reports Advanced Analytics add-on for Zoho
CRM offers an easy way to do this
 Steps to be followed:
o Define a 'Sales Person Target' table with names of sales
persons and their monthly/yearly targets
o Create a SQL query that joins the 'Potentials' table with the
'Sales Person Target' table
o Create a pivot view over this query table that will show the
sales persons' names with their actual and set targets

3. Creating the Sales Target Report
Define a 'Sales Person Target' table
Enter the names of your sales reps in the 'Name' column
Define each person's Monthly and Yearly targets

4. Creating the Sales Target Report
Define a query table joining the sales persons' names and
their sales targets, with actual sales done in 'Potentials' table

5. Creating the Sales Target Report
The Select Query used:
SELECT p."Potential Name" "Potential Name", p."Potential
Owner" "Potential Owner", p."Amount" "Amount", spt."Monthly
Target" "Monthly Target", p."Closing Date" "Closing Date",
p."Stage" "Stage" FROM "Potentials" p inner join "Sales Person
Target" spt on spt."Name" = p."Potential Owner" and
p."Stage" ='Closed Won'
The above select query maps a sales person's ('Potential
Owner') actual sales from the 'Potentials' table ('Amount' that is
'Closed Won') with his/her sales target ('Monthly Target' column
in 'Sales Person Target' table)

6. Creating the Sales Target Report
Let's now create a pivot view (or chart) over the
query table we constructed, comparing the monthly
sales target with the last month's actual sales

7. Creating the Sales Target Report
Drag 'Potential Owner' to the 'Rows' shelf
Have 'Monthly Target' (make sure 'Avg'
function is chosen) and 'Amount' in 'Data' shelf

8. Creating the Sales Target Report
In 'Filters', drag and drop 'Closing Date', choose the
function as 'Relative' and check 'Last Month'

9. Creating the Sales Target Report
The final pivot view will be as above. It shows the
monthly target vs the actual sales last month, of
each sales person

10. Creating the Sales Target Report
Similarly to monthly, you can do for yearly or
quarterly
For 'Yearly', modify the query table
accordingly

11. Creating the Sales Target Report
 In 'Filters' shelf, drag 'Closing Date', choose 'Relative'
function and check 'Last Year'

12. Creating the Sales Target Report
The final pivot view will be as above
It shows last year's target vs the actual sales
done last year, by each sales person

13. Zoho Reports Advanced Analytics
Add-on for Zoho CRM
http://zoho.com/reports/crm