This is article will assist you with setting up Club Targets at the Corporate level.
Navigate to Setup > Sales & Metrics > Club Targets.
New Prospects / Month - Total goal of New Prospects.
New Members / Month - Total goal of New Members. These are customers who purchase a Membership package for the first time.
New Service (Pt etc) Customers / Month - Total goal of New Service Customers. These are customers who purchased a Service package for the first time.
New Total Invoice (total contract value) / Month - Total goal for invoices created from New Agreements.
Total In-Club Gross / Month - Total goal of all sales including Down Payments and Products.
Products Sales / Month - Total goal of Product sales.
Other Down / Month - Total goal of Down payments
Total Gross (Including Draft) / Month - Total goal of all sales included down Payments, Products, and Draft Invoices.
Requirements - A 'Master Admin' login or a staff login with the following permissions.
- Corporate - General: Can access corporate setup