Overview
You hand each field rep a number for the month — "Rajesh, do ₹4,00,000 in May" — and then chase it on a register or in your head. Sales targets puts that number in Neev. You set the goal for a rep over a period, and Neev reads your invoiced sales to show how far along they are. No re-typing, no guesswork on who is on track.
Opt-in Capability · off
Sales Targets is switched offSales Targets
You can read the guide. An owner or manager flips this Capability on in settings — it then lights up across the app.
This is an opt-in Capability — the Owner turns it on. Honest status: enforcement is built but not yet wired into the live app. The target screens, the achievement read, and the permissions all exist in code, but the Capability is not yet a switch you can flip in Settings, and even the Owner does not hold its permissions until it lands in a later release. Treat this page as how it will work once enabled.
Where to find it
Sales targets is an Owner-only screen. There is no live sidebar route yet — it ships behind the Capability toggle in a later release and will sit alongside your other field-team tools. It is built for both web and mobile, so you will be able to set a target at your desk and the rep can see progress on the field app.
Key concepts
- Target — one row: a field rep, a period, what you measure, and the number to hit. Example: "Rajesh — ₹4,00,000 — May 2026".
- Metric — what the target measures. Four kinds: gross sale value (rupees), invoice count, unique customers billed, and product units sold.
- Period — the window the target covers: monthly, quarterly, half-yearly, or annual. You set the start and end dates.
- State — a target moves draft → published → archived. Draft is editable. Published is locked and live. Archived is the end of the line — you can't bring it back.
- Attainment — the live progress read. Neev walks your invoices inside the target's period, computes the metric, and gives you actual-vs-goal as a percent.
- Target achieved — when attainment crosses 100%, Neev raises a
target_achievedsignal so you know the rep hit the number.
Common workflows
Role notes
This is an Owner screen end to end. The Owner creates targets, edits drafts, publishes them, checks progress, and archives them. The four permissions behind it — view, write (draft), publish, and close — all sit with the Owner by default.
No other role can set or change targets. If you want a manager or accountant to run this, you'll be able to grant the specific permission to a custom role once the Capability is enabled — until then, only the Owner holds it.
Tips & time-savers
Group targets you want to track together by product category, so you can read attainment across a set of SKUs instead of one line item at a time.