Set company targets in Veridox Sales
Set one target for all sales managers and one for all sales executives, and give a person their own only when needed.
For: Owners & admins · Category: Veridox Sales
Veridox Sales gives each sales person a monthly floor, target and stretch. You do not set them one person at a time. You set one company target for all sales managers and one for all sales executives. A person follows the company target for their role until you give them a custom target.
Steps
- Open the Targets page: Open Veridox Sales from My apps, then choose Targets. The Company targets card shows one row for Sales managers and one for Sales executives.
- Set the numbers for every month: Choose Edit months on a role. Under Every month, enter the floor, the target and the stretch. Below the floor a person shows as behind. Reaching the target shows on target. Reaching the stretch shows a Stretch badge, and it does not change pay. Use whole numbers from 0 to 1000. Floor must not be higher than target, and target must not be higher than stretch.
- Change only the months that differ: Under Months that are different, change a month only when it should not follow the numbers above, for example a quiet month. A month you do not change uses the numbers above. Up to 36 months can be different.
- Save: Choose Save company target. Everyone on that role follows the new numbers.
- Give one person their own target: In the People list, choose Edit beside the person and set their numbers. A badge beside each month says Custom, Company default or New starter, so you can see where the numbers come from.
- Send a person back to the company target: Choose Use company default beside the person. Their custom numbers are removed from this month on. Past months are kept.
- Send a whole role back to the company target: Choose Apply to everyone for the role. Veridox tells you how many custom targets will be removed, from this month on, and you confirm. Past months are kept.
Tips
- Owners and admins change company targets. A sales manager can read them and ask the sales admin to change them.
- A sales manager can set a custom target for a person in their team, for coming months only, and never below the company target.
- A new person can start with lighter ramp months, and the badge says New starter. By default ramp months cover the first two months after the start date, and your company settings can change that.