Goals

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.

Configuration

• Settings

  • useGoals (enabled by BRP staff)

  • separateGoalsByCompany (if enabled, Goals are not managed and presented on a system level, but on company level)

Functionality

The purposes of goals are to

• Motivate employees

• Communicate current campaigns 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 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.