š Overview
The Employee Goals report allows employees to set goals for several benchmarks. This report lets you know how employees are performing and whether or not they're reaching their goals. After goals are set for each employee, the report displays the selected employee's progress for the date range you choose.
šÆ Run the Report and Set Goals
Select Employee Goals from the Reports drop-down. It's displayed in the main, commonly used reports part of the drop-down.
If you don't have any goals set, choose an employee in the Select Employee section and click OK.
Click the Edit Goals button in the lower left.
Enter the appropriate values for each goal statistic. See Goal Statistics below for what each one measures.
Click Save. The results of the report update for the date range you chose.
š” The date range was likely just Today. To modify the date range, click Close in the lower right and run the report again, making sure to choose a different date range.
š Goal Statistics
You can set goals for a variety of statistics:
Number of Tickets: number of tickets with this employee on them.
Total Sales (excl. tax): sum of all sales on closed tickets containing this employee (not including sales from other employees on the same ticket).
Total Product + Service Sales: total products and services sold by this employee.
Total Service Sales: total of all services sold by this employee.
Total Product Sales: total of all products sold by this employee.
Average Ticket Total (excl. tax): sum of all sales on tickets that contain this employee (including sales from other employees on the same ticket) divided by the total number of tickets containing this employee.
Average Service Price: average price charged for all services sold by this employee.
Average Product Price: average price charged for all products sold by this employee.
Service Sales % of Total: sum of all service sales by this employee divided by the total of all sales for this employee.
Product Sales % of Total: sum of all product sales by this employee divided by the total of all sales for this employee.
Product Sales % of Service Sales: the employee's total product sales divided by the employee's total service sales.