Sales goals ('Amount', 'Count' and 'Expenses') can be set and tracked against events.
They can be defined as a single item (e.g a goal for the year) or they can be easily distributed across shorter periods of time (monthly goals). Goals can be adjusted and do not need to be evenly distributed.
The 'Amount', 'Count' and 'Expenses' can be pulled via BI.
Select one of the titles below for more information about:
To set an event sales goal:
1.Open Event Configuration from the Desktop.
2.Select the Events tab.
The Events|Search page appears.
3.Search for and select the event that you want to work with.
The Events|Basic page appears.
4.Expand the Goals section.
5.Click 'Add Goal'.
a.Date: Click  to select the date when you want to reach the goal.
b.Amount: Enter the monetary amount that you want to raise.
c.Count: Enter the number of donations that you want to receive to reach your goal 'Amount'.
d.Expenses: Enter the monetary amount that you will be spending to reach your goal (printing costs, telemarketing).
6.Click 'Apply'
A window confirms that the event was updated.
7.Click 'OK'. |
To delete an existing event sales goal:
1.Open Event Configuration from the Desktop.
2.Select the Events tab.
The Events|Search page appears.
3.Search for and select the event that you want to work with.
The Events|Basic page appears.
4.Expand the Goals section.
5.Select the 'del?' check box(es) next to the goal(s) that you want to delete
6.Click 'Apply'
A window confirms that the event was updated.
7.Click 'OK'. |
