Printed from https://zeropos.shop/help/targets
Set monthly targets
Give each seller and manager a sales target for the month, with an optional stretch target. They follow their progress on My results; a target pays nothing by itself.
Owners can change what each role may do.
A target is a sales figure for a period, usually a month. The Targets list has one row per active seller and manager, with the target running today.
Before you start
- By default the owner, administrators, managers and Human Resources set targets. Removing one is for the owner, administrators and Human Resources.
- The list shows the active sellers and managers in the regions you can see.
Steps
- Step 1
Open MANAGE › Targets.
- Step 2
Tap Set target on the person's row.
- If a target is already running, the button is Edit.
- Step 3
Check the Label: it starts as this month's name.
- Step 4
Type the amount for First target: what they are aiming for.
- Step 5
Type a Second target as a stretch goal, or leave it at 0.
- Step 6
Check Begin date and End date: they start as this month's first and last day.
- Step 7
Tap Create target.
What happens next
- The row shows the target, the Progress so far and the Window.
- The person sees My Target on INSIGHTS › Dashboards › My results, with rings for First target and, if set, Second target (The dashboards, day to day).
- Progress counts their sales the way their commission does: their share of each sale, without VAT, less refunds, and a layaway as each payment is taken. The first and last days count whole, on the shop's clock.
- A target pays nothing: pay comes from their rate and tiers (Set someone's pay: hourly rate and commission).
Questions
How do I remove a target?
Can I set next month's target in advance?
If you see this…
On screen
You don't have permission to do that.
What to do
Your role can't make that change, often removing a target. Ask the owner or Human Resources.
Good to know
- Pair the first target with a normal month and the second with a very good one, so both rings mean something.