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Prerequisites
License for Goals
Assign the right "Module - BRP Sales Management" to any role that should be able to configure or view goals. Not needed to view goals in the point of sale module.
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Create and manage goals
Open BRP Sales Management > Goals > Configuration
Create goals
Select a type of goal
New member subscriptions - Quantity
Number of created subscriptions that gives the user membership
New subscriptions
Number of created subscriptions - Quantity
Sales - Number
Number of sales of an item
Sales - Amount
The value of the sales of an item
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
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 refund 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 doesn't 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 isn't counted, only new sales are.
Q: My goal of new members isn't 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.