Sales Targets

Sales Targets are monthly goals for the Number of Units Sold, and the Total Profit per Unit ($) that are set at the level of each Salesperson at each Dealer. Different unit goals can be set for used and new units, but the Total Profit per Unit goal applies to both new and used units.

You can only save a full calendar year of targets; you can't create targets just for a few months at a time. However, targets can be edited, so you can create a full year of targets and update them later if you need to.

Creating Sales Targets

1. Under the App Configuration menu, select Sales Targets.

   
2. Select New Target.

   
3. Select Dealer, Salesperson, and Year from filters at the top and select Add New.

   
4. A new row appears with zero values. Edit the New Unit Target, Used Unit Target and the Per Unit Profit values.

   
5. Select Fill Year to automatically add rows for the rest of the year with the same values as the latest month entered. Alternatively, you can select Add New repeatedly to enter targets for each month.

   
6. Edit the values as needed and select Save. You must enter a full year of targets before you can save.

   

Editing Sales Targets

1. Under the App Configuration menu, select Sales Targets.

2. Select the Dealer, Sales Person, and Year of the target you'd like to edit from the filters at the top.

3. Select the Edit icon of the appropriate row.

   
4. Edit the targets by clicking on the Unit Target or Per Unit Profit value you'd like to change and entering the new value.

   
5. Select Save.