Goal Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Customers $Images\bluerarw.gif$ Setup $Images\bluerarw.gif$ Goal Maintenance

Purpose

Define sales goals based on products, customers, product categories, product subcategories, and/or sales representatives.

Overview

Use Goal Maintenance to set sales goals for selected customers, products, and sales representatives. This allows for comparisons between projected goals and actual sales for a given year. Goals are assigned a number of units, a sales amount, or placement amount. You can enter goals by month for a specified year, or you can enter a year-to-date total and the total is divided evenly into 12 months.

Based on your company’s sales projections structure, you must determine how your company wants to track its sales goals. This allows you to define any combination of product category, product subcategory, product, sales representative, and/or customer, or you can track sales goals for a single field, such as a product code or product name.

After goals are set up, you can analyze goals (projections versus actual), using Goals Business Intelligence - Customer Goal Intelligence, Product Goal Intelligence, or Product Customer Goal Intelligence.

Note Data entered in Goal Maintenance is stored in the goals table.

You can also import goals in Goal Import.

Creating Goals

To create a goal:

Click the New button in the ribbon.
Enter an ID for the goal in the Goal ID field.
Enter a brief description of the goal in the Goal Description field.
Enter the year for the goal in the Goal Year field.
Select whether the goal is a specific number of units, a monetary amount, or a placement amount.
Enter the filter criteria for the goal (product category, product subcategory, product, and/or customer).
Enter the units, monetary amount, or placement amount for each period.
Click the OK button in the ribbon. The goal is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Goal Maintenance window.
New	Click this button to create a new goal.
Update	Click this button to edit an existing goal.
Delete	Click this button to delete the currently displayed goal.
Import	Click this button to display Goal Import, which allows you to import goals from an external file.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first goal.
Prev	Click this button to display the previous goal.
Next	Click this button to display the next goal.
Last	Click this button to display the last goal.

Fields and Buttons

Field/Button	Description
Goal ID	Enter the unique code for a goal, or click the Lookup button to select an existing goal. A single goal ID can be used for one or more goal records based on category/product/customer and sales representative. This is designed to ease the tracking of sales.
Goal Description	Enter a short description of the goal.
Goal Year	Enter the calendar year for the goal. This defaults to the current year.
Goal Type	Select one of the following goal types: Units - Goals are defined by quantity sold. Amount - Goals are defined by sales amount. Placements - Goals are defined by placements.

Main Tab Fields and Buttons

Field/Button	Description
Sales Location Prefix	Enter a sales location prefix for the goal, or click the Lookup button to select a sales location prefix. This field is informational only.
Sales Location Name	Enter a sales location name for the goal, or click the Lookup button to select a sales location name. This field is informational only.
Category	If tracking goals by product category, enter a category, or click the Lookup button to select a category.
Category Description	This field displays the product category description for the product category entered in the Category field.
Subcategory Code	If tracking goals by product subcategory, enter a subcategory code, or click the Lookup button to select a subcategory code.
Subcategory Name	If tracking goals by product subcategory, enter a subcategory name, or click the Lookup button to select a subcategory name.
Product Code	If tracking goals by product, enter a product, or click the Lookup button to select a product code. For more information, see Product Code and Name.
Elements	Click this button to display Product Prompting, which allows you to enter a product code by element.
Sales Representative ID	If tracking goals by sales representative, enter a sales representative, or click the Lookup button to select a sales representative.
Product Name	If tracking goals by product, enter a product name, or click the Lookup button to select a product name. For more information, see Product Code and Name.
UM	This field displays the base unit of measure of the product for a goal if a product is selected.
Customer Code	If tracking goals by customer, enter a customer code, or click the Lookup button to select a customer code.
Customer Name	If tracking goals by customer, enter a customer name, or click the Lookup button to select a customer name.
Periods	Enter the values for each period for the goal. These values are units, monetary amounts, or placement amounts based on the selected Goal Type option. Note The labels for these fields are set up as period names in Periods Definition.
YTD Total	This field sums the calendar month values. Note If you want to evenly spread a total units, sales amount, or placement amount across all calendar months, enter a value in this field.