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NCR Console - Set Sales Goals

January 10, 2017

Description

The NCR Console Advanced Reporting module allows you to set sales goals and track your performance to ensure your store is trending in the right direction. To set a sales goal:

  1. Log in to NCR Console, go to the Store tab and click on Planning

  2. Click Sales Target

  3. Click the target you wish to set

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Set Sales Goals by Week

  1. Click Sales Target by Week from the Sales Target screen

  2. Select Click to set Sales Target for the week you wish to set a target for

    User-added image

  3. Enter the sales target and click Save

Set Sales Goals by Period
  1. Click Sales Target by Period from the Sales Target screen

  2. Select Click to set Sales Target for the period you wish to set a target for

    User-added image

  3. Enter the sales target and click Save


Set Sales Goals by Month
  1. Click Sales Target by Month from the Sales Target screen

  2. Select Click to set Sales Target for the week you wish to set a target for

    • Enter the sales target in the open cell; OR

    • If you have prior year sales for the month you select, you have the option to select Suggestion.  This will expand additional options

    1. Select Click to use suggested target to autofill the open cell

    2. Click the drop down arrow next to Add to select a percentage increase

 
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Set Sales Goal by Year
  1. Select Sales Target by Year from the Sales Target screen

  2. Select Click to set Sales Target for the year you wish to set a target for

    • Enter the sales target in the open cell; OR

    • If you have prior year sales for the year you select, you have the option to select Suggestion.  This will expand additional options

    1. Select Click to use suggested target to autofill the open cell

    2. Click the drop down arrow next to Add to select a percentage increase

      User-added image

  3. Click Save

    • Once a yearly goal has been set, you can view a per month breakdown by clicking Monthly Breakdown to the right of the year you want to view

       

User-added image

File

NCR Console - Set Sales Goals.pdf
Customer Support Article

NCR Console - Set Sales Goals

  • January 10, 2017
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Summary

How to set sales targets for your store in NCR Console's Advanced Reporting module

Description

The NCR Console Advanced Reporting module allows you to set sales goals and track your performance to ensure your store is trending in the right direction. To set a sales goal:

  1. Log in to NCR Console, go to the Store tab and click on Planning

  2. Click Sales Target

  3. Click the target you wish to set

User-added image

Set Sales Goals by Week

  1. Click Sales Target by Week from the Sales Target screen

  2. Select Click to set Sales Target for the week you wish to set a target for

    User-added image

  3. Enter the sales target and click Save

Set Sales Goals by Period
  1. Click Sales Target by Period from the Sales Target screen

  2. Select Click to set Sales Target for the period you wish to set a target for

    User-added image

  3. Enter the sales target and click Save


Set Sales Goals by Month
  1. Click Sales Target by Month from the Sales Target screen

  2. Select Click to set Sales Target for the week you wish to set a target for

    • Enter the sales target in the open cell; OR

    • If you have prior year sales for the month you select, you have the option to select Suggestion.  This will expand additional options

    1. Select Click to use suggested target to autofill the open cell

    2. Click the drop down arrow next to Add to select a percentage increase

 
User-added image
Set Sales Goal by Year
  1. Select Sales Target by Year from the Sales Target screen

  2. Select Click to set Sales Target for the year you wish to set a target for

    • Enter the sales target in the open cell; OR

    • If you have prior year sales for the year you select, you have the option to select Suggestion.  This will expand additional options

    1. Select Click to use suggested target to autofill the open cell

    2. Click the drop down arrow next to Add to select a percentage increase

      User-added image

  3. Click Save

    • Once a yearly goal has been set, you can view a per month breakdown by clicking Monthly Breakdown to the right of the year you want to view

       

User-added image

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