# Sale Target
Sale Target defines employee sales targets and commission bands for a year and month range. Achievement and commission are calculated in the Sale Target Commission report.
Overview & List View
Go to Sales → Settings → Sale Targets from the left menu.
List columns
| **Column** | **Description** |
|------------|-----------------|
| Year | Target year. |
| From Month | Start month of the target period. |
| To Month | End month of the target period. |
| Employees | Employees covered by this target. |
| Calculated On | Metric the target is measured against (e.g. sale value, quantity). |
| Calculation Method | How commission is calculated when targets are met. |
| Status | Active or Suspended. |
Quick filter tabs
| **Tab** | **Shows** |
|---------|-----------|
| Active | Active sale targets (default). |
| Suspended | Suspended targets. |
Advanced filters
| **Filter** | **Description** |
|------------|-----------------|
| Status | Active or Suspended. |
| Created Date | Date the target was created. |
List row actions
| **Action** | **Description** |
|------------|-----------------|
| View | Opens read-only target details. |
| Edit | Opens the edit form. |
| Delete | Removes the target. |
New Sale Target
Fields
Basic
| **Field** | **Description** |
|-----------|-----------------|
| Year * | Calendar year for the target scheme. |
| Calculation Period | Month, Week, Quarter, 6 Month, or Year — how achievement is aggregated in the commission report. Set band Min/Max for the same period size (e.g. quarter-sized thresholds for Quarter). |
| From Month * / To Month * | Inclusive month range within the year. |
| Employees * | One or more sales employees covered by this target. |
| Calculated On * | Total Quantity, Total Value, or Sale Price — metric used to match commission bands. |
| Calculation Method | Percentage or Value — how commission is expressed on matching bands. |
| Commision Calculation | Shown when Calculated On is Total Value. Full Sale Value — commission on entire achievement in band. Excess Over Min Value — commission only on amount above the band minimum (marginal). |
Target Commision (bands)
Each line defines a commission band. Optional filters narrow which sales count toward the band:
| **Column** | **Description** |
|------------|-----------------|
| Customer Group (optional) | Limit band to sales for customers in this group. |
| Item Group (optional) | Limit band to items in this group. |
| Item (optional) | Limit band to one item. |
| Min Value / Max Value | Shown when Calculated On is Total Value. |
| Min Sale Price / Max Sale Price | Shown when Calculated On is Sale Price. |
| Min Quantity / Max Quantity | Shown when Calculated On is Total Quantity. |
| Percentage | Commission % when Calculation Method is Percentage. |
| Amount | Fixed commission when Calculation Method is Value. |
How It Works
- Assign employees and define commission bands for the year and month range.
- On approved sale invoices (and related sale documents per report logic), the system aggregates each employee's achievement by the selected Calculation Period (month, week, quarter, 6 month, or year).
- For each band, sales matching the optional customer group, item group, and item filters are measured against Min/Max fields for the chosen Calculated On metric.
- Commission is computed using Calculation Method:
- Percentage — band Percentage applied to qualifying achievement.
- Value — fixed band Amount when achievement falls in range.
- When Calculated On is Total Value and Commision Calculation is Excess Over Min Value, only the portion above the band minimum earns commission (marginal). Full Sale Value applies commission to the full qualifying amount in the band.
Connected report: Sale Target Commission — run for the matching calculation period (month, week, quarter, 6 month, or year) with summary or detailed employee breakdown.
Actions
List header: New
| **Action** | **Description** |
|------------|-----------------|
| Edit | Opens the target form |
| Delete | Removes the target scheme |
| View | Opens read-only detail |
Form buttons: Save / Update, Reset, Cancel
FAQ
What is the difference between Full Sale Value and Excess Over Min Value?
Full applies commission to all qualifying sales in the band. Excess Over Min Value (marginal) applies commission only to the amount above the band's minimum threshold.
Can one employee be on multiple target schemes?
Avoid overlapping year/month ranges for the same employee. The commission report uses the configured target for the selected period.
Which sales count toward the target?
Approved sale invoices in the scheme's year/month range attributed to the employee on the bill. Draft and cancelled invoices are excluded.
How do I verify commission before payroll?
Run Sale Target Commission for the same period and employee. Cross-check totals with Employee Wise Sale Report.
What target types are supported?
Quantity, sale value, and sale price bands. Each band can use full value or marginal (excess over minimum) commission calculation.
Do collection targets use this screen?
No. Collection commission is configured in Payment Collection Target and reported separately.