Target Calculator

Do your sales targets live in spreadsheets while your data lives in Business Central?

Target Calculator brings performance measurement directly into Microsoft Dynamics 365 Business Central. Define targets on any table, group results by salesperson, customer, item, or any dimension you choose, and let the extension calculate achievement percentages automatically - on demand or on a schedule.

WHAT IT DOES

Target Calculator reads source records from any Business Central table, groups them the way you decide, sums a value over a period (daily, weekly, monthly, quarterly, or yearly), and reports the achievement percentage against each target. When a result reaches a goal tier, the extension can trigger an action plan automatically.

KEY CAPABILITIES

- Flexible Target Configurations: point a configuration at any Business Central table as its data source - sales lines, ledger entries, or your own custom tables.

- Targets per group: set individual targets per salesperson, customer, item, location, or any grouping field.

- Goal tiers: define rising achievement levels such as Bronze, Silver, and Gold, each with its own threshold.

- Filters: include or exclude records so calculations only count what matters.

- Automated action plans: trigger follow-up actions automatically when a goal is met.

- Calculation results: review achievement percentages and statuses in clear, filterable result lists.

- Approval workflow: optionally route calculation results through approval before actions are posted.

- Scheduled runs: automate everything with standard Business Central Job Queue Entries - no external services required.

WHO IT IS FOR

Sales managers, finance teams, and operations leads who set targets for their teams and want achievement tracked inside Business Central instead of in disconnected spreadsheets. Partners and consultants can configure it for any industry because the data source, grouping, and value fields are fully configurable.

WHY TARGET CALCULATOR

- 100% native AL extension - your data never leaves Business Central.

- No dependencies, no external services, no per-transaction fees.

- Works with standard and custom tables alike.

- Set up your first target configuration in minutes using the built-in guide.

GETTING STARTED

After installation, search for "Target Configurations" (Alt+Q) to create your first configuration. The included documentation walks you through permissions, Job Queue setup, targets, goals, filters, actions, and approvals step by step.