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How to input and copy Sales Targets

Learn how to efficiently set up sales trackers and apply these targets across multiple dates within the Opsyte portal. This guide streamlines your weekly revenue planning by showing you how to bulk copy data to save time.

Written by Zoe Fuller


Navigate to to the Forecast page.

Sales Target Setup

Under Sales Targets click "Add Tracker".

Select the "Revenue type" option from the drop-down.

Click "Add".

Enter your Targets.

Copy Sales Targets

To copy these Targets over a period of time, click "Copy To Dates".

Select start date in the From date picker.

Select end date in the To date picker.

Click "Copy"

Change Forecast Week

Move between the dates to check the targets have copied over.

Sales Targets; Report

You can find your Sales Targets on the Wage report.


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