Sales Goals Setup

By Maresa Rojas
4 min

Setting Up Sales Goals in e-manage|ONE

The Sales Goals feature in e-manage|ONE allows administrators to set clear, achievable targets for salespeople, helping to motivate teams and optimize performance. With the ability to set goals on a monthly, quarterly, or yearly basis, you can track progress and ensure that your sales team is aligned with business objectives. This article will guide you through the steps to configure and manage sales goals.

You must have the Manage Sales Goals permission in your User Profile to access and modify sales goals.

Step 1: Access the Administrator Application

  1. Select File > e-manage|ONE Administrator.

  2. Log in using your regular user credentials if you have Admin permissions.

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Step 2: Navigating to Sales Goals

  1. In the Administrator window, locate the Sales Goals option under the Salespeople category in the left-hand navigation menu.

  2. Click on Sales Goals to open the configuration screen.

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Step 3: Select the Corporate Division and Salesperson

  1. If your organization operates with multiple corporate divisions, you will see employees broken down by division. Use the drop-down menu in the upper left corner of the screen to select the relevant division.

  2. Once the division is selected, you will see a list of salespeople within that division. Highlight the salesperson for whom you want to set the goal. If any goals were set previously, they will appear, allowing you to adjust them as needed. you want to set the goal.

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Step 4: Set Up a Sales Goal

  1. Goal Category: Notice the different category sections in the upper section:

    • Monthly

    • Quarterly

    • Yearly

  2. Goal Type: Choose the type of goal:

    • Sales Goal: Based on the BookDate (When an Order was Booked).

    • Opportunities Goal: Based on the Quote create date (When a Most Likely Quote was created).

    • Profit Goal: Based on the BookDate (When an Order was Booked).

  3. Start Date:

    • For Monthly Goals, select the Month from the drop-down menu.

    • For Quarterly Goals, select the Quarter from the drop-down menu.

    • For Yearly Goals, select the Year.

    • You can choose the start month or quarter to align with the fiscal year or any other start period relevant to your business.

  4. Enter the Goal Amount: Input the desired goal amount for the selected period (monthly, quarterly, or yearly).

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Step 5: Create the Goal

  1. After entering the goal amount, click Create Goal.

  2. e-manage|ONE will automatically create a goal schedule for the entire year, regardless of the selected goal type.

    • Example: If you set a Monthly Goal of $40,000 in January, e-manage|ONE will create a $40,000 sales goal for each month of the year.

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Step 6: Review the Goals

  1. The goals will be displayed in the lower portion of the screen, showing the set targets for each salesperson. You can review and adjust these as needed.

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Additional Information: Sales Goal Calculations

e-manage|ONE calculates the sales goals based on specific formulas, which ensure accurate tracking of sales performance. You will see this information populate in the lower section of the Sales Goals configuration window. The following formulas are used for each type of goal:

  • Sales Goal:

    • Formula: Sales = Total Booking Credit × Sales Credit

    • The BookDate is used to calculate the sales for the given month.

  • Opportunities Goal:

    • Formula: Opportunities = (Sum of BOM Total Sale from Most Likely / Valid Quotes created that Month) × Sales Credit

    • This formula tracks the value of open opportunities or unaccepted quotes for the month.

  • Profit Goal:

    • Formula: Profit = (Booking Credit - Sum of POs for orders booked that month) × Sales Credit

    • This formula calculates profit based on the difference between the booked orders and the purchase orders (POs) for the month.

These calculations will be used to track the progress of each salesperson’s goals throughout the year.

Key Notes:

  • You can set multiple goal types (Sales, Opportunities, Profit) for each salesperson within any of the time periods (monthly, quarterly, or yearly).

  • Sales Goal is tied to booked orders (BookDate).

  • Opportunities Goal is tied to quotes (Quote create date).

  • Profit Goal is tied to booked orders (BookDate).

By following these steps, you can efficiently set and manage Sales Goals, ensuring your sales team has clear and measurable targets to help drive performance and business growth.

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