Objectives
Sales
To understand the objectives, it is essential to understand the sales, because they are the ones that will be taken into account in the calculation of your objectives.
Sales are entities that are produced each time an invoice is generated in the system. Each invoice line results in the creation of a sale. Sales are therefore entities associated with invoices. It can be accessed through the Associations tab of an invoice.
Read a sale
Here is a description of the various fields found in a Sale type entity.
| Fields | Description |
|---|---|
| Invoice | Name of the invoice to which the sale is linked |
| Invoice Product | Invoice line name the sale is linked to |
| Product | Product under which the sale amount will be counted |
| Sale Type | Field used to create objectives related to the different types of sales. The different types of sale are: Membership (all sales associated with a membership), First renewal (all sales associated with an invoice for a first renewal), Second renewal and more (all sales associated with an invoice for a second and subsequent renewals), Upgrade (all sales associated with an upgrade invoice) and Registration (all sales associated with an invoice for registration). |
The Miscellaneous sales type should soon be added to the objectives module to allow creating objectives that stray from the more traditional types of sales objectives. Instead, use products and product groups to build objectives whose sales are of the Miscellaneous type .
| Fields (continued) | Description (continued) |
|---|---|
| Sale Amount | Dollar amount of the sale before taxes |
| Number of tickets | Field that refers to the quantity of tickets for an event registration |
| Number of participants | Field that refers to the quantity of participants associated with the number of tickets in the case of a sale of the type event registration |
| Sold by | The CRM user who is responsible for this sale - When creating the sale, the Sold by field and the Owner field are identical. However, if the owner of the account to which this sale is associated changes, the user entered in the Sold by field remains the same. |
| Sold on | Date on which the sale was created - Allows you to create sales objectives that take into account sales made that have not yet been collected |
| Paid on | Date the sale was paid - Allows you to create sales objectives that only take into account paid sales |
Sales objectives
An objective allows you to visualize and compare the performance of users or teams of users in relation to the generation or collection of certain types of sales for a given period.
Create an objective
- Select the Objectives page in the Sales section of the main menu
- Select
+Newin the toolbar to open the form New Objective - Complete the various fields of the Summary tab
| Fields | Description |
|---|---|
| Name | Unique name of the objective in the Membri 365 environment which describes which user or team is targeted and what is taken into account in the objective |
| Start date | Calendar field that allows you to indicate the date on which sales will start to be counted in the objective |
| End date | Calendar field that allows you to indicate the date on which sales will stop being counted in the objective - Sales will stop being counted the day after the date indicated in this field. |
| Include sales of | Identifies the sales of which unique user or which teams will be counted towards the objective. |
| Objective category | Field that allows you to filter your objectives according to their type. There are currently two types of objectives: Membership for sales that are related to memberships (member registration, renewal, upgrade, delegate registration) and Event for sales related to the event module and purchases made on the online ticket office. |
| Type of objective | Allows you to determine the types of sales that will be taken into account by this objective. |
| Product or product group | The objective can take into account all sales related to a product or to a product group. You cannot choose two different products, you must create a group of products. The objective counts all sales of all products in a product group. |
| Target amount | Objective's target amount for the total duration of the objective |
| Amount reached | Amount calculated once a day that sums all sales included in the objective. There is no need to wait for the automatic recalculation of a objective. Indeed, it is possible to use the Recalculate objective flow by selecting Flow in the toolbar. |
| Landing | Text field used to enter the level of the objective. the levels are quantified steps that allow you to see the different levels of success of a sales team. There will therefore be an objective for each level. |
| Include unpaid sales | If you choose to include unpaid sales, the Sold on field of a sale is taken into account in the objective calculation. If you indicate No, it is the Paid on field of a sale that is taken into account in the calculation of the objective. |
| Success percentage | Field that indicates the percentage of the objective achieved (Amount achieved/Target amount * 100). The percentage can be higher than 100 if the objective of this level is exceeded. |
The Amount achieved field of a objective whose end date has passed will not be recalculated.
Create multiple objectives from Excel Online
Objective creation can be sped up with Excel Online. Indeed, if you export a list that contains all the fields needed to create an objective, you can then create the objectives in Excel and import them when saving your list.
- Navigate to the Objectives section of the main menu
- Create and save a list which contains a column for each of the fields needed to create a objective in the order. This view will be used to create objectives.
Here is a list of the columns you will need in order:
- Name
- Start date
- End date
- Include sales of
- Objective category
- Objective type
- Product or Product group
- Target amount
- Level
- Include unpaid sales
- In the toolbar, select
Open in Excel Online
Columns A, B and C are hidden, so it is not possible to copy entire rows. To copy and paste, you must select the desired fields and not the entire lines.
- Enter the desired information in each of the fields of each of the objectives.
Use Excel features to copy information.
Once the objectives have been created, select
Saveto import the new objectives you have just created.It is possible to follow the progress of your imports
Refresh your environment when the import is complete to see your new sales objectives.
Still unsure? Contact us - support@vendere.ca