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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

The purposes of goals are to

  • Motivate employees
  • Communicate current campaigs to the personnel
  • Visualize goals where the staff can see them. Both in the point of sale and on the goals dashboard.
  • Set customized goals for each facility/staff member, so that both goal and stretch are within reach based on previous results.
  • Make it easy to compare the current progress with previous month or the corresponding month the previous year.

How to use goals

  • 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
      • 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. 


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