Why owners and admins have no personal sales target
Owners and admins follow the company target and are left out of team totals and bonus maths.
For: Owners & admins · Category: Veridox Sales
Owners and admins often help close deals, but they are not counted in the targets of the sales team. By default Veridox leaves them out, so team totals and bonus maths stay fair. The company target is theirs to watch.
Steps
- See the company target: On the Sales home, owners and admins see four numbers, including the deals so far against the company target. Choose Open company targets to see the details.
- Their deals still count: A deal recorded by an owner or an admin still counts for the company.
- Change the rule for everyone: In Sales setup, switch off Owners and admins have no personal targets if you want them to have targets like everyone else. While it is on, they are left out of targets, team totals and bonus maths.
- Leave out one person: Open a person in the Sales team and switch on No personal target. Their deals still count for the company.
Tips
- The setting is on by default.
- On the Targets page an owner or admin sees a note that says they have no personal targets, with a link to Sales setup.