Target Management
Give each person a number for the month, and watch how far along they are. Targets in MilixNow are set one month at a time, for one person at a time, on the four things the CRM already counts: leads worked, leads converted, revenue billed and follow-ups made.
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What is Target Management in MilixNow?
Targets in MilixNow are set one month at a time, for one person at a time, on the four things the CRM already counts: leads worked, leads converted, revenue billed and follow-ups made. You type the number once, and from then on the same screen shows what has actually been done against it and the percentage reached, so nobody has to build a sheet at month-end to find out. Because the figures come from the leads and invoices themselves, there is nothing to update by hand and nothing to argue about. A rep opens the screen and sees their own number; a manager opens it and sees everybody's, with the people falling behind obvious while there is still time in the month to do something about it.
- A monthly goal per person
- Four things to aim at: leads worked, leads converted, revenue billed, follow-ups made
- Progress and percentage counted from the real data, not typed in
- Rupee goals for revenue, plain counts for the rest
- Everybody's numbers on one screen for a manager
- Set next month in a minute by changing the numbers
How Target Management works
A simple, proven process your team can follow from day one.
Pick the month
Targets live month by month, so a slow month never drags the next one down.
Set the number
One goal per person per metric: revenue in rupees, the rest as plain counts.
It counts itself
Leads, conversions, revenue and follow-ups are already recorded, so progress fills in on its own.
Check mid-month
Open the screen and see who is short while there is still time to fix it.
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Why Target Management matters
Clear goals
Everybody knows the number they are working to, and can see it any day of the month.
No month-end spreadsheet
Progress is counted from the leads and invoices themselves, so there is nothing to compile.
Early warnings
A shortfall shows up in the second week, not on the last day.
Nothing to argue about
Everyone is looking at the same figures, taken from the same records.
What is Target Management in MilixNow CRM?
Targets in MilixNow are set one month at a time, for one person at a time, on the four things the CRM already counts: leads worked, leads converted, revenue billed and follow-ups made. You type the number once, and from then on the same screen shows what has actually been done against it and the percentage reached, so nobody has to build a sheet at month-end to find out. Because the figures come from the leads and invoices themselves, there is nothing to update by hand and nothing to argue about. A rep opens the screen and sees their own number; a manager opens it and sees everybody's, with the people falling behind obvious while there is still time in the month to do something about it.
Is Target Management available on the mobile app?
Target Management works in any browser on laptop, tablet and phone today. Dedicated Android and iOS apps are coming soon.
Which plan includes Target Management?
Paid packs add lead capacity and file storage, not features: the free pack carries 1,000 leads, 500 MB for files and unlimited users. See the pricing page for the current list of what each pack includes.
Can I customise Target Management for my business?
Yes — add custom fields, stages, rules and permissions without coding. Our onboarding team can set it up for you.
Do you provide training?
Every pack includes free onboarding and our video tutorials, and support is available in Hindi and English on chat and email.
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