Sales Target

This feature allows you to set a sales target for everyday of the week. By setting a target, you set a goal for your staff to meet. You will be able to compare Actual Sales VS Sales Target from various screen and reports in Retailer.

Setting Up Sale Target Amounts

1. From the main screen of Retailer, click on Setup -> General -> Sales Target.
2. Enter the Target Amount for each day of the week.
3. Click on Save and Close.
   

Check Target from Point of Sale

1. From the main screen of Retailer, click on Point of Sale.
2. Press [Ctrl]+[D] on your keyboard.
3. The Sales By Target shows the actual sales vs sales target percentage for today.
   

Actual Sales vs Sales Target will also appear in the Daily Sales Summary report during your End of Shift.

Insights Dashboard

1. From the main screen of Retailer, go to Reports -> Insights Dashboard
   
2. The Sales By Target shows the actual sales vs sales target percentage for the date range entered. See Using the Insights Dashboard
   

Sales Target Report

1. From the main screen of Retailer, go to Reports -> Sales Reports -> Sales Target Report.
2. Select a Start Date and End Date for your report date range.
3. Tick the desired options in the Options section.
4. Click on Preview or Print.

Exporting the Report

You can export the report to either a PDF document or Excel spreadsheet by using the Preview button and following the below steps:

1. PDF - Click on the red PDF button at the top of the report and choose your save destination.
   
2. Excel spreadsheet - Click on the Print button at the top left. Tick 'Print to File' and select 'Xlsx Data File'. Click on the three dots button [...] to choose your save destination. Click OK to save the file.

• Related Articles

• Sales Target Report

  The Sales Target Report shows your actual sales vs your sales target for the date period specified. Before you can use the report you need to enter sales targets see HERE Generating the Report On the top menu bar of Retailer, click on Reports -> ...

• RoamV2 - Sales History

  The Sales History shows previous sales performed on Roam. Access Sales History in Roam From your Roam POS screen click on the hamburger menu button ☰ in the top left corner. In the menu sidebar, click Sales History Use the Search box at the top of ...

• Staff Initials

  The use of staff initials in Retailer allows you to: Track and compare sales performance by staff member Track sale cancellations and deletions. If you are wondering "How do I stop sales asking for Staff initials?" or wish to stop the Staff Initials ...

• Units of Measurement

  Enabling Unit of Measurement From the main screen of Retailer, click on Stock -> Stock Screen. Click on the magnifying glass icon to search for the stock item. Select the stock item and click OK. Click on the Other tab at the top of the screen. In ...

• Supplier Sales Analysis Report

  The Supplier Sales Analysis Report is used to list all items sold during a specified date range for selected Suppliers. You can choose multiple Suppliers, therefore allowing you to compare the sales totals by Supplier. You can also choose different ...