How to set Sales Goals

In ResaleAI you can set Sales Goals, Average Transaction Goals, and Trade Percentage Goals for each day. These goals will serve to inform your staff and to motivate them to reach the goals.  The goals appear in large rectangles at the top of the Day Book page. ResaleAI's integration with DRS means that all of the information in the day close gets sent to ResaleAI to record the data and analyze if each goal was met or not. If the goal was met it the goal will turn green, if the goal was not met it will turn red. 

To Set goals magically requires DRS integration (see Integrate DRS with ResaleAI ) and at least one year of buy history.

1. Click the navigation icon  in the upper right corner of the Day Book screen to choose the Settings screen.
2. Click  Goals on the menu on the left side of the screen.
3. Then, on the right side of the screen click the button for Magic Goals.
4. Enter your desired percentage of GROWTH over the actual sales from the same day of the week last year.   This sets your goals for both SALES and AVERAGE TRANSACTION.
5. The MIN AVG window sets a minimum Average Transaction below which the goal cannot go no matter what the number was for the same day last year.
6. Set the TRADE GOAL to your desired Trade Percentage.  The TRADE % goal will then be the same number every day.
7. Click the Save and Update button, and you’re done!!

Setting goals manually does not require DRS integration.

1. Click the navigation icon  in the upper right corner of the Day Book screen to choose the Settings screen.
2. From there, click  Goals on the menu on the left side of the screen.
3. Input your goals for each day.
4. Click the Save Goals button and You’re Done!!

Don't see goals at the top of your Daybook?

1. Check settings first to see if there is a comp for that day
   • Settings -->Goals-->Is there data loaded from last year
   • If you do see there is data from last years comp there, see below
2. Click open magic goals on the right hand side
3. Ensure you have numbers entered 
4. Click save & update

Having trouble setting Goals?  
Click the support button on the bottom of the screen. We are happy to help!!

Thanks for using ResaleAI!