Product Updates

Goals Report

Goals Report

Updated
July 2021
To access the Goals Report, select Reports > Sales > Goals Report. Choose the month and week from the drop down menus. You can search by Contract Sales, Issue Sales, Calls, Meetings, Sales by Product, and Sales by Issue.
goalsreport1The goals are blank by default, so you must edit each rep’s goal to be at least zero or the name won’t show. Reps must have a goal defined of at least zero (not left blank) and have actual sales entered into the system. Follow the hyperlink to learn how to Setup Users Sales Goals
goalsreport2
You can set goals in the Employee Editor per person.  Goals can be set per “contract” (how much was booked in a month regardless of issue), calls, meetings and/or by publication and issue.


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