---
title: Salesperson Goals
description: "If your company wants to track your salespeople’s goals for the year. You can enter them below: To Create/Edit Sales Persons Goals   3.  Click on Create and Edit Sales Persons Goals 4.  On this window"
---

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# Salesperson Goals

Salesperson Goals allows your company to set and track revenue targets for individual salespeople on a monthly basis. Use this feature to monitor actual performance against defined goals, manage goal records across different periods, and optionally tie goals to specific cost centers. 

To Create/Edit Sales Persons Goals 

1. On the side panel go to ***General Setup***
2. Select ***Marketing***

![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-05-44-53-7279-PM.png?width=400&height=238&name=undefined-Apr-14-2025-05-44-53-7279-PM.png)

3.  Click on ***Create and Edit Sales Persons Goals***

***![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-05-45-14-9327-PM.png?width=402&height=676&name=undefined-Apr-14-2025-05-45-14-9327-PM.png)***

 You will open the "Sales Person Goals" window where you can create new goal records or modify existing ones.

![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-22-2026-03-59-10-0504-PM.png?width=670&height=436&name=image-png-Jun-22-2026-03-59-10-0504-PM.png)

Before creating salesperson goals, ensure:

- Salesperson names are already configured in your system
- Cost centers are defined (if you plan to assign goals to specific cost centers)

**FIELD DEFINITIONS**

###### **ID**

- **What it is:** A unique identifier automatically assigned to each goal record
- **Format:** Integer (1, 2, 3, etc.)
- **You can:** View only — auto-generated, cannot be edited

###### **Sales Person**

- **What it is:** The salesperson for whom you're setting a revenue goal
- **Format:** Dropdown selection from the list of all salespeople in the system (e.g., Chris Marsh, Dean, Cesar Minas)
- **You can:** Select one salesperson per record
- **Note:** Each record is tied to one specific salesperson

###### **Month**

- **What it is:** The month for which the revenue goal applies
- **Format:** Dropdown — all 12 months (January through December)
- **You can:** Select the specific month for the goal
- **Note:** Goals are created on a monthly basis — one record per month

###### **Year *(Required)***

- **What it is:** The year for which the revenue goal applies
- **Format:** Numeric year field (e.g., 2024, 2025)
- **You can:** Enter or select the year
- **Note:** Supports historical, current, and future years

###### **Revenue Goal *(Required)***

- **What it is:** The target revenue amount the salesperson should achieve during the selected month
- **Format:** Currency field (e.g., $10,000.00)
- **You can:** Enter the dollar amount for the goal
- **Why it matters:** This is the benchmark used to compare against actual booked revenue in reports

###### **Is Active *(Toggle — Default: ON)***

- **What it is:** Indicates whether this goal record is currently active and in effect
- **Format:** Toggle switch (ON = active / red; OFF = inactive)
- **Default:** New records start as ON

| State | When to Use |
| --- | --- |
| **ON** | Goal is in effect and should be used for performance tracking |
| **OFF** | Goal is no longer in effect (past period, superseded, or on hold) |

###### **Cost Center**

- **What it is:** The inventory cost center that the salesperson is responsible for or has access to
- **Format:** Dropdown — "Select CostCenter" (optional)
- **You can:** Leave blank if not applicable, or select a specific cost center
- **Why it matters:** Allows you to track sales performance by inventory location (e.g., downtown warehouse, central distribution center)

###### **Actual Booked Revenue *(Read-Only)***

- **What it is:** The actual revenue booked by the salesperson for the selected month/year
- **Format:** Currency field (e.g., $10,000.00) — calculated automatically
- **You can:** View only — do not enter manually
- **Why it matters:** Enables direct comparison between the Revenue Goal and real performance

###### **History Section *(Read-Only)***

| Field | Description |
| --- | --- |
| **Created By** | Username of the person who created the record |
| **Created Date** | Date and time the record was created |
| **Edited By** | Username of the person who last edited the record |
| **Edited Date** | Date and time of the last edit |

### **WORKING WITH GOAL RECORDS**

#### **Creating a New Goal Record**

1. In the Sales Person Goals window, click **\[New entry \> New\]** button  
   ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-22-2026-04-12-38-6287-PM.png?width=670&height=116&name=image-png-Jun-22-2026-04-12-38-6287-PM.png)
2. The form clears to allow you to enter new information  
   ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-22-2026-04-14-45-9680-PM.png?width=670&height=319&name=image-png-Jun-22-2026-04-14-45-9680-PM.png)
3. Fill in the required fields: 
     - Select a Sales Person
     - Choose a Month
     - Enter a Year
     - Enter the Revenue Goal amount
4. (Optional) Select a Costcenter if applicable
5. Toggle Is Active to ON if you want it active immediately
6. Click **\[Save New\]** or **\[Save Done\]** to save the record

### **Editing an Existing Goal Record**

1. Goal records are displayed in the window when you open the form  
   ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-22-2026-04-15-39-6397-PM.png?width=670&height=329&name=image-png-Jun-22-2026-04-15-39-6397-PM.png)
2. Click on the pencil icon of the record you want to edit. 
   
   ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-22-2026-04-18-24-3946-PM.png?width=670&height=319&name=image-png-Jun-22-2026-04-18-24-3946-PM.png)
3. Modify any fields you need to change: 
     - Revenue Goal (most common edit)
     - Costcenter
     - Is Active status
     - Month or Year (if needed)
4. Click **\[Save Done\]** to save your changes
5. The system records who edited it and when in the History section  
   ![](https://faq.elecate.com/hs-fs/hubfs/image-png-Jun-22-2026-04-18-57-6028-PM.png?width=670&height=431&name=image-png-Jun-22-2026-04-18-57-6028-PM.png)

##### **Buttons & Actions**

| Button | Purpose | When to Use |
| --- | --- | --- |
| **\[Save New\]** | Save a new goal record | After entering all required fields for a new goal |
| **\[Save Done\]** | Save changes to existing record | After editing a goal record |
| **\[Delete\]** | Remove goal record from system | When you want to permanently delete a goal (use carefully) |
| **\[Close\]** | Close the window | When done entering/editing goals |

Each goal record represents a single salesperson's target for a single month in a single year. Example:

- Record 1: Chris Marsh, January 2011, $10,000 goal
- Record 2: Chris Marsh, February 2011, $12,000 goal
- Record 3: Dean, January 2011, $15,000 goal

Each record is independent.

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