What counts towards a target

One engine counts a target’s progress, a commission statement and My target, so the three can never disagree. The business chooses one of four measures on Sales targets.

Always before GST

GST is the government’s money, not the business’s, so it never counts. On an invoice of ₹1,18,000 with ₹18,000 of GST, a payment of ₹59,000 counts ₹50,000: the same share of the tax comes off each payment as is in the invoice.

Whose is it

app.jaicrm.ai

An invoice is its owner’s. If it has no owner, it is whoever raised it. Change the owner on the invoice to move it to somebody else’s target. A deal is its owner’s.

What takes away

• A credit note counts against the salesperson whose invoice it reduces, whoever raised it, in the month it is issued. On Collected it takes back no more than was collected on that invoice, because money never received never counted.
• A cheque that bounces takes back, in the month it bounced, what its payment counted in an earlier month.
• An invoice deleted or cancelled stops counting.

Other currencies

An invoice in dollars or dirhams counts in rupees at the exchange rate on the invoice, so a sale abroad counts the same as one at home.

Choosing

Collected is the measure most businesses pay on, because it is money in the bank. Invoiced suits businesses whose customers pay reliably, and is counted earlier. Won value and Deals won suit teams whose work ends at the order, such as a showroom whose invoices are raised by accounts.

A commission plan has its own Paid on, so you can set targets on Invoiced and pay on Collected. See commission plans.

Which month

A payment counts in the month of its payment date, an invoice in the month of its issue date, a credit note in the month it is issued, and a deal in the month of its close date. Months are your own calendar months in India time, so a payment recorded at 11 at night on the 31st counts in that month, not the next.