> For the complete documentation index, see [llms.txt](https://docs.a1erp.digiwin.com/newcrm/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.a1erp.digiwin.com/newcrm/10-gong-yong-she-ding-dian-nao-ban/05-xiao-shou-mu-biao.md).

# 05銷售目標

銷售目標僅提供在電腦版中設定，用以設定每位人員的當年度各月預計達成目標金額，設定後在APP隨時查看本月業績達成率，掌握績效狀況

1、開啟【公用設定-銷售目標】作業

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDN9Hch8IUrUbHJJXi%2F-MDDPpCDZ9YgVAXsU29q%2F2020-07-27_115250.png?alt=media\&token=d3c5996f-b415-41bd-ba30-51fbab276874)

2、點選【新增】設定人員每月目標金額

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDN9Hch8IUrUbHJJXi%2F-MDDQ6M1ObVxqUdkQfFE%2F2020-07-27_115211-1.png?alt=media\&token=a6b3f9ee-ae51-48a0-8ae7-6a76cdaf7438)

3、【業務】欄選擇人員，若無符合的人員要新增，請至[【員工資料】](https://docs.a1erp.digiwin.com/newcrm/10-gong-yong-she-ding-dian-nao-ban/02-yuan-gong-zi-liao)建立

4、【年度】要輸入西元年

5、接著開始填入【目標金額】

6、【實際金額】會由當【商機追蹤】為"成交"時回寫，並計算【達成率】

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDQO3-6vE9g9a_CjL4%2F-MDDphq4MpAVHPZOCL7B%2F2020-07-27_120001.png?alt=media\&token=3921c2ab-6b40-4ac0-8b99-20b2f6659645)

參考【商機追蹤】畫面

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDQO3-6vE9g9a_CjL4%2F-MDDsgoFF4Ys3FT7_wIz%2FS__21381148-1.jpg?alt=media\&token=8f8eab2f-ecc8-42a3-9663-7fef6e0d349f)

依成交金額計算【達成率】

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDQO3-6vE9g9a_CjL4%2F-MDDsxqVfXRrSf1jOQEq%2FS__21381151-1.jpg?alt=media\&token=4375b981-e961-401c-a9ba-f925194d46d6)

計算方式：(【實際金額】/【目標金額】)\*100%，例如7月份的達成率=(24,000/30,000)\*100%=80%

![](https://1563451247-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-M3Jej9sxFjk1LQVKekO%2F-MDDQO3-6vE9g9a_CjL4%2F-MDDtEKArujn_cpTP6GP%2F2020-07-27_140959.png?alt=media\&token=7c364e38-50a7-40fa-867b-ca85cbafd6f3)