Tracking Order Targets for Improved Data Interpretation

Using Mapp Intelligence, you can set and track monthly order targets to monitor how closely your business aligns with management goals. This process enables deeper insights into your sales performance over time, helping you make data-informed adjustments.

Here are the steps that are mentioned in the video above.

Step	Where	What
Step 1: Set Up a Time Category	Configuration > Categories > Time Categories	Define a Time Category for Order Targets. Enter a title (e.g., “Qty Orders (Target)”) and an optional description. Set Data Type to “figure” and Aggregation to “Sum”. Download the template file and adapt it to your needs Access Import/Export to import monthly target values from Excel: Select Import. Upload your Excel file and click Import File. Monitor import status under Show Current Imports until updated from “Pending” to “Done.”
Step 2: Create a Custom Formula	Custom Figures > Custom Formulas	Create a new custom formula and name it “Qty Orders (Target Achievement %)” Define the formula as “Qty Orders (Target) / Qty Orders * 100”. Set Format to “Distribution” for percentage display. Enable Traffic lights for visualization. Set Decimal places to 0.
Step 3: Analyze Target Achievement	Visitors > Time > Months	Add the “Qty Orders (Target)” and “Qty Orders (Target Achievement %)” metrics to your analysis. Monitor monthly progress with these metrics.