Prerequisites
...
- 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 is 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
- View goals in the Point of Sale module
- If a goal has the property "Visible in point of sale" it will be displayed before each purchase
- Once a product is selected, the goals section is hidden
- To view the goals when they are hidden, click the blue heading "Goals" in the bottom left corner of the screen
- After payment, the goals are once again displayed, including any changes of "actual" from the purchase.
Q&A
Q: If you make a repurchase for a subscription that appears in Goals as "sold" during a certain period, does it also disappear from the same period??
A: Yes, it will then disappear from goals
Q: If a customer cancels a subscription that was sold for a period, does it also disappear from Goals?
A: No, canceled subscriptions will still be shown in Goals
Q: If I sell a subscription in May, it will then appear as a subscription sold in May, but if it starts in June, is it still in the Goals figures for May?
A: Yes, it will be shown in Goals for May, since it was created in May.
Q: If I search for subscriptions created it doesnt match the value in Goals for the same period.
A: This is most likely due to people changing from one subscription to the one in your goal, a changed product isnt counted, only new sales are.
Q: My goal of new members isnt the same as my sold subscriptions to new members.
A: Do you offer a free tryout subscription? If so make sure the tryout subscription is set as "no membership" under the subscription-tab.