Using our Targets feature is a great way to forecast your companies KPI's. To use this feature you must first switch it on in your account.
Follow these steps to switch on the Targets Module:
Please note you must be an admin on the account to do this
- Login to Bizimply online.
- Click your name/email in the top right.
- Select the App Center.
- Scroll down to Targets and click 'Get'.
The Targets feature has now been switched on in your account.
You can now apply your Target settings by clicking the grey settings wheel.
Once you click the settings wheel a new page will open as shown below. Here is where you can select how your targets should be set in your account. These settings will be applied across all locations.
If you have selected 'Yes' to allow your locations to create their own or edit existing targets:
Your managers will be able to view the Targets tab when they login to Bizimply. They will also be able to enter in their own targets for the week. Please note, this access must be switched on in the manager's Employee Role as shown below. This article will explain how to edit Employee Roles.
If you have selected 'Yes' to using last years targets for this year in each location:
Your sales from last year will appear as the target for each location. Please note you will need to have your previous years sales figures uploaded to Bizimply for this to work. This article will show you how to upload your sales information.
You also have the option to set your Weekly Targets for each location. If your targets are the same each week, you can always save time and copy last weeks targets into the current week. Once you are happy with your targets for each location press Save.
You can set the Target Labour Sales % for each week in all locations. This will allow you to compare a Running Labour Sales % against a Target Labour Sales % on the dashboard in each location. To set location specific and daily targets, simply click the advanced settings.