Sales Goals Setup

Owned by Maresa Rojas
Last updated: Jan 29, 2024 by Stephanie Pepper (e-manage|ONE)
3 min read

The Sales Goals Configuration is a powerful tool that empowers administrators to set realistic sales targets, monitor progress, and optimize performance. By defining clear and achievable sales goals, you can motivate your team and enhance their productivity, resulting in increased revenue and business growth. This setup is a critical step in empowering your sales team with clear targets and the motivation to achieve them.

You must have the right to “Manage Sales Goals” in your User Profile in the Administrator Application to access and edit this.

  1. Accessing the Administrator Application: Start by opening the e-manage|ONE File Menu. From there, access the Administrator Application. You will need to log in using your regular user credentials. This ensures that the setup is secure and tailored to your administrative profile.

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  2. Navigating to Sales Goals: Once logged in, navigate to the 'Sales Goals' option, which you'll find under the 'Salespeople' category. This section is dedicated to managing and setting up goals for your sales team.

  3. Selecting the Corporate Division: If your organization operates with multiple Corporate Divisions, you'll need to select the applicable one. Use the drop-down menu located in the upper left corner of the screen to make your selection. This step ensures that the goals you set are relevant to the specific division of your organization.

  4. Choosing a Salesperson: The interface will display a list of salespeople on the left panel. Highlight the salesperson for whom you want to set goals. If there were any previously set goals, these would load automatically, giving you a reference point or a basis for adjustments.

  5. Setting Monthly or Annual Goals: You now have the option to set either monthly or annual goals. This can be done via the drop-down selection for one of these categories. When you set an annual goal, e-manage|ONE will automatically distribute this target across each month. Remember, a Sales Goal refers to the actual booked orders awarded to the salesperson, while an Opportunity (Opp) Goal pertains to the forecast or value of open opportunities or unaccepted quotes. You do not have to use both but we do reccomend taking advantage of both sets of goals.

  6. Saving the Goals: After inputting your goals, click 'Save'. You will then see the goals populate in the lower portion of the screen, providing a clear view of the targets set for the salesperson.

By following these steps, you can effectively set and manage Sales and Opportunity Goals in e-manage|ONE, providing your sales team with clear targets and helping them stay focused and motivated. Remember, these goals are not just numbers; they are milestones that can drive your team towards greater success.