Set goals in Ascend Analytics
The following types of goals can be entered in Analytics:
Sales, Tech Center, and Inventory Goals: These goals are entered via the Admin tab.
Financial Goals: These goals are entered by creating a financial budget. The following goal information is included in a budget: Sales, Wages, Marketing, and Expenses.
Sherpa Tip: When goals are added, they are not available in the Analyzer until the next day.
- Click the Admin
tab, locate the Goals section, and click
the Set Store Goals link.
- From the Year
drop-down menu, select a year.
- From the Location
drop-down menu, select a location.
- From the Goal
drop-down menu, select your desired goal area.
- From the Metric
drop-down menu, select your desired metric.
- Update the goal information as required. (If available, last
year's monthly goals information displays for the selected metric.)
- Click the Submit Goal
button.
Additional Resources
Trek University Video: Store budget
Trek University Video: Profit and Loss review