NCR

Set Sales Target

The purpose of this section is to illustrate how to set a sales target. This can be done by Day, Week, Period, Month or Year.

Setting a Sales Target

Click to see it in action

To set a sales goal, you will need to navigate to the Store Planning module, click Sales Target and then select the target you wish to set.

To Set a Sales Goal by Day

  1. Select Sales Target by Day from the Sales Target screen
  2. Select Click to set Sales Target for the period you wish to set a target for
  3. Enter the sales target and click Save

To Set a Sales Goal by Week

  1. Select Sales Target by Week from the Sales Target screen
  2. Select Click to set Sales Target for the week you wish to set a target for
  3. Enter the sales target and click Save

To Set a Sales Goal by Period

  1. Select Sales Target by Period from the Sales Target screen
  2. Select Click to set Sales Target for the period you wish to set a target for
  3. Enter the sales target and click Save

To Set a Sales Goal by Month

  1. Select Sales Target by Month from the Sales Target screen
  2. Select Click to set Sales Target for the week you wish to set a target for
  3. Enter the sales target in the open cell; OR
    If you have prior year sales for the month you select, you have the option to select Suggestion. This will expand additional options
  4. Click the drop down arrow next to Add to select a percentage increase
  5. Select Click to use suggested target to autofill the open cell
  6. Click Save

To Set a Sales Goal by Year

  1. Select Sales Target by Year from the Sales Target screen
  2. Select Click to set Sales Target for the year you wish to set a target for
  3. Enter the sales target in the open cell; OR
    If you have prior year sales for the year you select, you have the option to select Suggestion. This will expand additional options
  4. Click the drop down arrow next to Add to select a percentage increase
  5. Select Click to use suggested target to autofill the open cell
  6. Click Save
  7. Once a yearly goal has been set, you can view a per month breakdown by clicking Monthly Breakdown to the right of the year you want to view.