Goals Report

Goals are important for any group. Setting company, group, or salesperson goals can be an integral part of overall success. Oasis allows users to create and track goals for individual manufacturers, customers, and salespersons. To create a Sales Goals Report, goals must be set up for the needed manufacturer, customer, and salesperson.

Sales Goals reports in OASIS use Year-to-Date comparisons to the previous Year-to-Date, percentages of last year's sales dollars, and others. The reporting year can be changed, allowing for past reports. These goals are designed to track how the company or individual is doing.

Reporting Manufacturer Sales Goals

1. Set up manufacturer sales goals as needed. For more information, click here. 

2. Navigate to the Reports page.

3. Select "Worksheets."

4. Select "Goals."

5. The "Goals" window will appear.

6. Enter the name of the needed manufacturer. 

7. Ensure the "Tracked goals" box is checked.

8. Select "OK."

Reporting Customer Sales Goals

1. Set up customer sales goals as needed. For more information, click here. 

2. Navigate to the Reports page.

3. Select "Worksheets."

4. Select "Goals."

5. The "Goals" window will appear.

6. Enter the name of the needed customer. 

7. Ensure the "Tracked goals" box is checked.

8. Select "OK."

Reporting Sales Account Goals

1. Set up sales account goals as needed. For more information, click here. 

2. Navigate to the Reports page.

3. Select "Worksheets."

4. Select "Goals."

5. The "Goals" window will appear.

6. Enter the name of the needed sales account. 

7. Ensure the "Tracked Goals" box is checked.

8. Select "OK."