Sales Goals are projections or goals your company would like to meet. These can be broken down month by month by business location or individual salesperson, and filtered by fiscal year.
Table of Contents
Navigate to System Settings / My Business / Sales Goals.
Understanding Sales Goals
a. Business and Salesperson Tabs - Each tab on the Sales Goals screen allows you to view, add, and filter goals.
b. Show Business Totals - If your system has multiple Locations, you will see this checkbox as an option. When enabled, displays columns that include sales totals for your entire business.
Note: Show Business Totals appears when there is more than one Location.
c. All Locations - Filters the grid to one or more Locations. When none are selected, the grid includes every Location.
Note: This is visible for systems with multiple Locations.
d. Fiscal year - The year dropdown filters goals by fiscal year.
Sales Goals are displayed in a chart broken down by month, with three columns:
e. Goal - The sales projection or target amount you set for each month.
f. Actual TD - The total sales recorded for that period to date.
Note: This value is updated automatically as Orders are invoiced.
g. % of Goal - Calculated automatically based on the Goal and Actual TD values.
Note: On the Salesperson tab, the Business column shows Total and Unallocated instead of Goal, Actual TD, and % of Goal. Total is the sum of the salesperson goals. Unallocated is the business target minus that sum.
Inputting Sales Goals
You can enter or edit sales goals for the current month or for future months. The process is the same for both the Business and Salesperson tabs.
1. Select the Goal field for the month you want to update and enter a dollar amount.
Note: Past months can not be edited.
2. Click Save.
Note: After saving, any total or summary field at the bottom of the chart will update to reflect the new goal. The Actual TD and % of Goal columns are updated automatically as Orders are Invoiced; you do not need to enter those values manually.
