Sales Quotas Module for Prefex CRM

Description

Turn Perfex CRM into a clear, goal-driven sales dashboard with the Sales Quotas Module for Prefex CRM. Instead of juggling spreadsheets or guessing how the team is performing, managers can set revenue targets once and watch progress update from real invoice activity.

Set targets in minutes, not hours

Add staff members to a quota plan, enter amounts for each period, and save everything in one click. A single row total can be split evenly across periods, while year and period filters — monthly, quarterly or yearly — keep the view focused on the timeframe that matters.

Progress based on real revenue

Quota progress is calculated from invoices created by each staff member, not from manually typed figures. Paid amounts show what has already been collected, forecast amounts show the balance still outstanding on unpaid and partially paid invoices, and the combined total gives an honest picture of where each person stands against target.

Reports your whole team can read at a glance

The team summary table brings every assigned staff member together, with stacked bar charts comparing paid, forecast and quota amounts, percentage completion for each metric, and a year-total column for a quick annual overview. Colour-coded status bars make it easy to spot who is on track, who is at risk, and who has fallen behind.

Made to fit how you review sales

Choose a default period type, adjust the colours used for paid, forecast and status bars, and fine-tune the thresholds that mark a quota as at risk or on track. The module uses your Perfex base currency automatically, so reports stay consistent with the rest of your CRM.

Who will get the most from it?

• Sales managers tracking team revenue targets
• Agencies measuring account manager performance
• Service businesses with invoice-based sales
• CRM admins who want quota visibility without exporting to Excel
• Teams running monthly, quarterly or annual sales reviews

Simple setup

Activate the module from Setup > Modules in Perfex CRM, add staff and set their quotas on the Manage Quotas page, then open Quota Reports to see live progress, charts and status indicators. It is a practical add-on for any Perfex CRM user who wants clearer targets, fairer performance conversations and faster sales reviews.