Frequently Asked Question

You can set a monthly sales goal straight from FlightDeck, without going to the Goals page. A goal is last year's sales for the same month plus a percentage, and FlightDeck's Month Pace panel then shows what's needed each selling day to reach it.

Who can set what

• Whole company and branch goals: users with the Corporate Goals module, for their own branches.
• Your own sales: reps with the Sales Goals module.

Users without either don't see the buttons.

From Month Pace

1. On the Month Pace panel, click Set a goal.
2. Pick who the goal is for and the month: this month or up to a year ahead.
3. CP2 fills in a suggested increase and shows last year's sales and the goal it makes. Change the percentage if you like.
4. Add a name if you want one, then click Save goal.

The suggested goal

CP2 suggests an increase that follows the last three complete months against the same months a year before, held between -10% and +20% so one odd quarter doesn't suggest something unrealistic. When this month has no goal yet, Month Pace offers the suggestion for the company (or, for a rep, their own sales) with an Accept button, so setting it takes one click.

From the Sales Dyno

Try a change on the Sales Dyno, such as more customers or a higher value per line. When the scenario changes sales, Make this a goal fills in a goal from the scenario's own net sales. If the Dyno's dates are one calendar month, that figure is the goal; for any other period it is scaled to the days in the month you pick. Change the amount if you like, pick who it's for and the month, and save. A change to GP% alone doesn't change sales, so it can't be made a goal.

Good to know

• Goals are rounded to the nearest $100.
• A month that already has a goal for the same company, branch or rep can't get a second one. Change the existing goal on the Goals page.
• A goal needs sales in the same month last year to work from.