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Target management in Holded
Target management in Holded
Rocío avatar
Written by Rocío
Updated over a week ago

Within the Analytics section, you will find the Targets section. From there, you will be able to set goals for your expense accounts and your sales channels and follow the evolution of your business in real time, since the goals are set in relation to time (annual or monthly) and amount (based on an annual or monthly amount).

From the Targets section, you will be able to:

  1. Create sales accounts

  2. Create expense accounts

  3. Assign targets to expense accounts

  4. Assign targets to sales accounts

  5. Perform quick target assignment

  6. Compare targets

The quick target assignment allows you to set targets according to the results obtained in the last months. These targets can be set from a fixed value for each month, a value that increases over time or a value that decreases progressively.

On the other hand, within the Objectives section, you will find the Objectives Chart, the global sales and expenses objectives and the account objectives.

In order for you to learn how to use each of these elements in the best possible way, their characteristics and uses are detailed below:

  • Target chart: this is used to visualise the evolution of your sales and expenses accounts in relation to the targets you have set for each of them. Every time the targets are modified, the graph will be updated automatically.

  • Overall sales target and progress: use this to quickly visualise the relationship between sales and the sales target you have set.

    In addition, you can use the Quick sales target assignment at annual or monthly level and the default sales account list (Group 7: Sales and Revenues) to access each account and define its targets.

    The default sales accounts are:

    • Exceptional income, Income from long-term receivables, Income from short-term receivables, Commission income, Income from miscellaneous services, Income from leasing, Other financial income.

    • Exchange gains

    • Changes in stocks of work in progress

    • Returns on sales of goods

    • Services rendered

    • Sales of goods

  • Overall spend target and progress: use this to quickly view the relationship between sales and the spend target you have set.

    In addition, you can use the Quick Assignment of expense targets on an annual or monthly basis and the default expense account list (Group 6 Purchases and Expenses) to access each account and define its targets.

    The default expense accounts are:

    • Exchange Rate Negative Differences

    • Exceptional expenses

    • Social security payable by the company

    • Interest on bank borrowings

    • Deferred tax

    • Wages and salaries

    • Variation in stocks of: other supplies, merchandise and raw materials.

    • Other services

    • Returns on purchases of goods

    • Work carried out by other companies

  • Objectives by accounts:

    • The All button allows you to view all the accounts and the targets assigned to each of them, as well as the percentage and quantity achieved with respect to the established target.

    • The Sales button will allow you to consult the sales accounts, their targets and the progress of each one of them.

    • The Expenses button will let you know the objectives set in each expense account and the percentage achieved in each of them.

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