How To Create Sales Goals For Reps

Step 1: Click on Sales from the lefthand menu.

Step 2: Select the tab labeled Sales Goals from the menu along the top of the screen.

Step 3: On the Sales Goals page, click the blue button labeled Create New Goal. 

Step 4: Select from the drop-down options for each field. 

• Transaction - Orders, Invoices, Estimates, or Payments

• Metric - Amount or Units

• Metric Detail - Category, Subcategory, Product, Customers, Brand, Sub brands, or N/A

• Period - Yearly, Quarterly, Monthly, Weekly, Daily

• User - All or By Representative

• Year - Enter the Desired Year

• Default Period Value - Define Goals For Each Period

For our example I'm setting up a Sales Goal that will track each rep's invoices, showing them that their monthly goal to reach is $5,000

Step 5: Now click Save in the top right corner to finalize your settings. After your rep syncs, they will now see the new Sales Goal on their app's dashboard right below the transaction history.