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
        • 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
    • 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
    • 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
• 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.