Target Allocation & Monitoring
A. Admin/Manager Capabilities (Web Portal)
- Target Definition: The system shall allow the Admin to set a Company Target for a specific Financial Year (e.g., 2026-2027).
- Allocation Logic:
- Targets can be assigned based on Order Count (Total number of orders) or Order Value (Total revenue).
- Admin can drill down to Item-wise Target Allocation using the "Select Items" modal (as seen in Image 3).
- Employee Distribution: The Admin can distribute the total company target among specific employees (e.g., Emp Sales 1, sales guy).
- Real-time Tracking: The "Allocate Target" table must display:
- Assigned Target: The goal set by the manager.
- Achieved: Progress pulled automatically from the system.
- Remaining: Calculated as: $\text{Assigned} - \text{Achieved}$.
B. Configuration & System Rules
- Calculation Source: A backend setting must allow the Admin to choose whether the "Achieved" status is triggered by a Sales Order or a Sales Invoice.
- Period Filters: Users can filter targets by Financial Year and specific Months or "Full Year" views.
C. Sales Employee Experience (Mobile App)
- Read-Only Access: Employees can view their "My Target" section on their mobile login.
- Permissions: Employees cannot edit, delete, or modify any target values; they have view-only access to their specific goals and progress.
- Visibility: Employees should see their progress bars or "Achieved vs. Assigned" counts for the current period.