How to add sales targets

Steps to add one sales target across all issues of a publication

Step 1 - Go to the main Settings page.

Step 2 - Under Publications & Bookings > Select Publications.

Step 3 - Select each Publication name in turn. 

Step 4 - Select the Defaults tab.

Step 5 - Locate the Sales Target (£) field > Enter the sale target amount.  This amount will apply across all issues of the publication.

Step 6 - Click Save.

 

Steps to add a different sales target for each issue of a publication

Step 1 - Go to the main Settings page.

Step 2 - Under Publications & Bookings > Select Publications.

Step 3 - Select each Publication name in turn. 

Step 4 - Select the Issues tab.

Step 5 - Click the up/down arrow in the Month header to bring the most recent issue to the top of the page.

Step 6 - Locate each issue in turn and click the edit button (pen icon) far right.

Step 7 - Enter the sales target in the Target Amount field for that issue.

Step 8 - Click the same button as before, which is now a save button (disk icon) to save the changes.

 

Sales target displayed on the Dashboard

How close you are to the sales target is displayed on the Home Page / Dashboard.

October displays £4000 and 0%,  as the sales target was set to £4000 and no sales have been made.

September displays £1995.00 and 33.5%, as sales target was set to £3000 and £1005 of sales have already been made.