Goals

Prerequisites

• Licence for Goals
• BRP Cloud
• 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.

Functionality

• Create and manage goals
  • BRP Sales Management > Goals > Configuration
  • Create a goal

    • Select a type of goal

      • New members
        • GH: Vi tar inte hänsyn till om medlemmarna är nya eller ej
      • Sales - Number
      • Sales - Amount
  • 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
    • Shere does not seem to be a way of disabling 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
  • Show 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"
• 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.