Prerequisites
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- Create and manage goals
- Open BRP Sales Management > Goals > Configuration
- Create goals
Select a type of goal
- New members
- Number of created subscriptions that gives the user membership
- Sales - Number
- Number of sales of an item
- Sales - Amount
- The value of the sales of an item
- New members
- Select product, product group or product label to which the goal will be limited
- Select a time horizon for which the scope will be set
- Day
- Week
- Month
- Custom
- Select comparison time period - a period to which the current actual will be compared to
- None (no comparison)
- Previous period (previous day, week, month or custom)
- Previous year (corresponding period the previous year)
- Visible for roles
- Select which user roles that should be able to view this goal
- Visible in point of sale (display a goal in the point of sale module)
- Do not show more than two or three goals in the point of sale module (because of limited space)
- Select a goal
- Check "Visible in point of sale"
- In the goals list, the state of each goal is shown in the column "Visible in point of sale"
- Scope (tab) sets the goal and stretch for selected facilities and users
- Select if the goals should be set on a person or facility level (can not be mixed)
- Click "Add" and select one or more objects
- Set the target (number or amount) and stretch (percent of the target) goals for each facility or user
- Remove objects by clicking the trash can on the right
- Change the order of goals
- In the list of goals, select a goal with the checkbox and press "Move up" or "Move down"
- Enable and disable goals
- There does not seem to be a way of disabling goalsis currently no way to remove goals, but this is planned during 2020 Q4 (TP33381)
- In the goals list, the state of each goal is shown in the column "Enabled"
- My guess: Enabled goals are displayed in the goals dashboard Goals > Goals
- View goals in BRP Sales Management module (dashboard)
- Filter goals by facility to only view goals with a scope set for that facility
- Filter goals by user to view the personal actual and target set for that user
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