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
- From the main screen of Retailer, click on Setup -> General -> Sales Target.
- Enter the Target Amount for each day of the week.
- Click on Save and Close.
Check Target from Point of Sale
- From the main screen of Retailer, click on Point of Sale.
- Press [Ctrl]+[D] on your keyboard.
- The Sales By Target shows the actual sales vs sales target percentage for today.
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Actual Sales vs Sales Target will also appear in the Daily Sales Summary report during your End of Shift.
Insights Dashboard
- From the main screen of Retailer, go to Reports -> Insights Dashboard
- 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
- From the main screen of Retailer, go to Reports -> Sales Reports -> Sales Target Report.
- Select a Start Date and End Date for your report date range.
- Tick the desired options in the Options section.
- 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:
- PDF - Click on the red PDF button at the top of the report and choose your save destination.
- 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.