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
   

3.  Click on Create and Edit Sales Persons Goals

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

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

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)

WORKING WITH GOAL RECORDS

Creating a New Goal Record

1. In the Sales Person Goals window, click [New entry > New] button
   
2. The form clears to allow you to enter new information
   
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
   
2.  Click on the pencil icon of the record you want to edit. 
   
   
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
   

Buttons & Actions

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.