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.

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