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      Sales Target Management Process

      This KB Article comprises of collaborative efforts across departments, from onboarding sales candidates with targets and incentives to monthly target management through meetings and updates.

      Our Sales Target Allotment and Management process are meticulously maintained through collaborative efforts between the HR, Operations, and Sales departments. This ensures transparency, accountability, and efficient goal achievement. Here's a detailed breakdown of our SOP:

      1. Sales Candidate Onboarding:
        Upon hiring, sales candidates are allocated their targets by the HR. Targets come with corresponding incentives/deductions based on scales:
        1. Old Incentive/Deduction Scale (Service vs. Sales)
        2. New Aggressive Sales Incentive Scale
        3. Hubspot Commission Scale
      2. Monthly Target Management: 

      Day 1:

      • Operations representative emails targets and corresponding incentives to team members.
      • Update forecasted sales on Hubspot for each team member.

      Day 15th:

      • Conduct a mid-month target update meeting. Sales/Service reps report achieved targets, challenges faced, and future focus.
      • Meeting minutes shared on 'd-ops-leaders' channel for reference.

      Day 30th/31st:

      • Email reminders sent for achieved target data submission.

      Sales Target Meeting:

      1. Attendees: Sales Head, Service Heads, Operations Head, Management
      2. Time: 11:00 AM to 12:00 PM (or as per availability)
      3. Agenda:
        1. Operations Head updates the team about sales dashboard, presents detailed sales/service report.
        2. Discuss discrepancies, set upcoming targets, address challenges, propose solutions.
      4. Post-Meeting: Meeting minutes updated in Google Doc on Google Meet platform for attendees' access.

      Sheets to be maintained

      1. Sales/Service Targets 2023: Maintained by HR Team for salary calculations 
      2. Sales Target Sheet: Maintained by Operations team to present in the sales target meet 
      3. Sales Target MOM: Maintained by Operations Team 
      4. Sales Incentive Scale: Shared with Sales Head with individual Employee targets and their incentive scale (Maintained by Operations)

      Adherence to these procedures fosters clear communication, goal alignment, and proactive solutions. Your cooperation and commitment ensure our collective success. Thank you.



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      Submitted By Saumya Singh on 9th October 2023