Set goals in Ascend Analytics
Sherpa tip: Ascend Analytics is a legacy platform which will soon be replaced by Ascend HQ. If you're not already using this platform, see the Access Ascend HQ article for more details.
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