# Sales Product Target

### **Report Module Guide: Sales Stage Target vs Actual**

#### **Module Location**

#### CRM > CRM Report > Sales Product Target

#### **Module Objective**

#### The **Sales Product Target** module is used to generate a report that compares the actual composition of a salesperson's sales pipeline with the percentage targets that have been set for them. This report is a managerial tool for evaluating whether a salesperson's pipeline is healthy and balanced, or clustered in specific stages.

### **1. Report Parameters**

#### The main page of this module is a form containing various parameters to customize the report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/nCoimage.png)

#### Here is an explanation for each parameter:

- #### **Account Officer**:
    
    
    - #### Select **All Account Officer** to display the comparison report for all salespeople.
    - #### Select **Selected Account Officer** to choose one or more specific salespeople to be evaluated.
- #### **Opportunity Status In**:
    
    
    - #### Filter opportunities by their status.
    - #### Select **All Status** to include all opportunities.
    - #### Select **Selected Status** to filter by a specific status (the most common choice is selecting the **"Open"** status to analyze the active pipeline).

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select the **Account Officer** and **Opportunity Status In** that you wish to analyze. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/WhGimage.png)

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the two buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the comparison report directly on your screen. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/sYGimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. 
    
    #### ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/fTnimage.png)

### **3. Workflow & Integrated Business Process**

#### This report is the culmination of several processes in the CRM modules:

1. #### **Target Setting**: A manager first sets the percentage targets in the **Sales Stage Target Percentage** module.
2. #### **Sales Activity**: The Sales team manages and updates the sales stage of each deal in the **Opportunity** module.
3. #### **Performance Analysis**: The manager uses this report (**Sales Stage Target vs Actual**) to compare the actual data from the Opportunity module with the targets that have been set.

### **Tips & Important Notes**

- #### This report is used to answer questions like, "Is salesperson A's pipeline too heavy in the early stages and lacking in the negotiation stage according to their target?"
- #### To ensure this report can display a valid comparison, make sure the percentage targets have been set first in the **Sales Stage Target Percentage** module.
- #### This is a good **coaching tool** for Sales Managers to help their teams proactively manage their pipelines and ensure a healthy deal flow.