Sales Goals allow you to monitor your actual sales numbers over a period of time and compare them with your projected numbers. You can manage these goals from Settings/My Business/Locations/(select a location)/Sales Goals or from Settings/Sales/Sales Goal.
Note: If you have multiple locations, you can move back and forth between locations using the Mini Search Menu here.
Using Sales Goals
1. Click the Fiscal Year Ending dropdown menu.
2. Select the years you want to review.
3. The years you've selected will appear in columns on the page.
4. Enter or edit data in the Budgeted fields for upcoming months, which will be saved automatically.
Note: You can only edit future Sales Goals. Anything from the current month, previous months, and the numbers in the Actual column, cannot be edited.