The Sales Tracker feature allows you to easily create automatic dynamic or manual sales targets in a flash, as well as measuring actual Xero sales figures against the targets.
Monthly Sales Chart
Actual Sales – The blue bar charts show the actual total monthly sales figures for the current and previous 4 months.
Target Sales – The green bar line shows the target sales value for the current and previous 4 months.
Hover over a chart bar or line point to view its value.
Current Month Sales Analysis
The right side of the Sales Tracker feature provides a high-level analysis of the current month’s sales progress versus target, showing the following:
Creating Sales Targets
Monthly sales value targets can easily be created (either automatically or manually) by visiting the Sales Tracker section of the Xenon Connect Settings Page.
Sales Target Options
Notification – When a monthly sales target is achieved, a notification is created within Xenon Connect to inform the user.
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