Performance module
Target Management
Targets in LEMAI are live objects, not a spreadsheet beside the CRM. Set revenue and volume targets per user, branch, region, cluster or product, and watch achievement update from actual pipeline movement with rollups at every level of your hierarchy.
Performance in motion
live- 01Q3 target ₹2.4 Cr
- 02Achieved 68%
- 03Branch rollup live
- 043 users below pace
₹4.80 Cr
Quarter target
₹3.62 Cr
Achieved
18 / 26
Reps above plan
In plain language
What target management means in practice
Targets bring the number into the CRM. Set monthly or quarterly targets by user, team, branch or product, and LEMAI tracks achievement live against booked and weighted pipeline.
Use cases
How teams use it every day
Branch-wise accountability
Roll targets down a hierarchy so a cluster head sees every branch's shortfall in one view.
Product mix control
Set separate targets per product line so high-margin offerings are not ignored.
Incentive clarity
Achievement data becomes the single source for payouts, removing month-end disputes.
Moving from Monthly Excel trackers
Live achievement instead of a reconciliation exercise on the 1st of the month.
Moving from An existing CRM
Hierarchy-aware targets and forecast views included in the standard plan.
How it works
From capture to closure
01
Define
Choose period, metric and level — user, branch, region, cluster or product.
02
Assign
Distribute the number down the hierarchy in one screen.
03
Track
Achievement and pace calculated from live pipeline data.
04
Act
Below-pace lists tell managers exactly who to coach this week.
Capabilities
Everything in this module
- Individual, branch-wise and product-wise performance
- Revenue and sales measurement for every team member
- Hierarchy-based target assignment and rollup views
- Achievement status derived from live CRM data
- Deep monitoring with consistent data sets
Why it wins
What competitors charge extra for
- Hierarchy rollup included at every price point
- Product-wise targets alongside revenue targets
- Pace indicators, not just month-end achievement
- No export-and-reconcile ritual before review meetings
Multi-branch businesses
One number per branch that leadership and the branch head both see.
Single-team startups
Simple monthly targets that make the weekly review a five-minute conversation.
FAQs
Target Management questions, answered
Get started
See Target Management on your own data
We will configure a sandbox with your stages, products and roles so you can judge it on your own process — not a generic demo script.
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