Purpose  

The DSR (Daily Sales Report) target is a specific goal or objective set by a distributor to define the amount of products or collections that salespersons aim to achieve within a given time period. It enables efficient tracking of performance and ensures alignment with business objectives.

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Steps to Configure:  

1. Navigate to Master Module:

• Go to Master >> Rep >> DSR Target.

2. Select Salesman:

• Choose the respective salesman from the provided list of salespersons.

3. Set Target For:

• Define the target scope by selecting one of the following options:

• Customer-wise

• Area-wise

• Market-wise

• Beat-wise

4. Set Target Based On:

• Select the target metric:

• Amount

• Quantity

• Volume

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Steps to Configure:  

• Based on the selected "Set Target For" option, the relevant data will be loaded into the Sales Target section. For example:

• If "Customer" is selected, the corresponding customer details will appear.

• If "Area" is selected, details of the areas mapped to customers under the selected Rep will appear.

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1. After selecting:

• Salesman

• Set Target For

• Set Target Based On

2. The corresponding data will load in the detailed section.

3. In the detailed section:

• View the last year's performance of the salesperson against the target (Customer-wise, Area-wise, Market-wise, or Beat-wise, as per the selection).

• A month-wise target input box will be available to set targets for the current financial year.

4. Enter month-wise targets and click Next to proceed.

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Steps to Configure:  

• In the detailed section:

• View the last year's performance of the salesperson against the collection target (Customer-wise, Area-wise, Market-wise, or Beat-wise).

• Enter month-wise collection targets for the current financial year.

• After entering the targets, click Next to continue.

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Steps to Configure:  

1. In the detailed section:

• View the last year's performance for new customer additions (Customer-wise, Area-wise, Market-wise, or Beat-wise).

• Enter month-wise targets for new customers for the current financial year.

2. After entering the targets, click Save and Send for Approval.

• A confirmation popup will appear. Click YES to save the DSR Target.

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• Once the DSR Target is saved, it cannot be edited. Ensure the targets are accurate before saving.

• Targets can only be entered at the beginning of the financial year (starting April 1).

• By clicking on a customer's name, you can view their sales, collection, and new customer addition history for the past three years.

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1. Can I edit a DSR Target after saving?
No, once the DSR Target is saved, it cannot be edited. Ensure all entries are accurate before saving.

2. Can I view last year’s performance while setting targets?
Yes, the detailed section displays the salesperson's last year's performance, helping you set realistic targets.

3. Can I set targets for adding new customers?
Yes, you can set targets for new customer acquisition under the "Others" section, specifying goals for new additions.

4. When can I start entering targets for the new financial year?
Targets can be entered starting April 1, the beginning of the financial year.

5. Why can’t I edit a saved DSR Target?
This restriction ensures the integrity of the target configuration for the financial year. Double-check your entries before saving.

6. Can I delete a saved DSR Target?
No, a saved target cannot be deleted. Always review data before finalizing the configuration.