Setting sales goals for a location or a rep

• For a location (a market or branch): open the location and edit it (the location's edit screen), then use the Goal Setup card. Takes Modify on Location.
• For an individual rep: open the user and edit them (User menu › Profile), in the Sales Goals section.

Both work the same way. Pick the year, then pick how you want to express it:

• Annually - one target for the year. The leaderboard prorates it to whatever period you are looking at, so a rep viewed in March is measured against roughly a quarter of it. This is why someone can look behind on a monthly view while being on track for the year.
• Monthly - twelve separate targets. Use this when the year is not flat: storm season, a market that ramps, a rep who starts mid-year. If you want September for one market to be a specific number, this is the mode that does it, rather than an annual figure divided by twelve.

The account's annual figure is not typed in separately; it is calculated from the location goals, so raising a market raises the company number with it.

A rep with no goal configured shows a dash on the leaderboard rather than a zero, so a blank there means nobody has set one, not that they have sold nothing.

Step by step

1. Open the location (or the user) you are setting a goal for and go to Edit. Where: User menu › Settings › Custom Fields › Locations. Needs Modify on Location.
2. In Goal Setup, choose the year, then choose Annually or Monthly.
3. Enter the Annual Target, or the twelve Monthly Goals if you picked Monthly, then Save Sales Goals.

Who can do this

Access in Trussi is a capability granted to a role. If one of these is missing from your role, an account admin can grant it; see roles, permissions and why something is hidden.

• Modify on Location