Monthly Sales Goal Report

Monthly Sales Goal Report

Track a writer’s sales goals for the month. Each writer must have a DAILY sales goal entered into their employee profile.

To do this, go to set-up, payroll, then, employee. Click on the writer’s name and click Change. The Daily Goal field in under the General tab.  To set up the report to NOT count weekends and/or holidays in this report, go to set-up, then holidays (Includes weekends). Click Insert and fill out the pertinent information. Rome will calculate the number of workdays in the month based on the holiday/weekend schedule. The report is created by multiplying the writer’s daily goal by the number of workdays in that month.

Workload Days

Apply Full Daily Goal -This will calculate a monthly goal by multiplying the employee DAILY goal by the TOTAL number of days in a month, to include weekends and holidays.

Prorate Daily Goal to Workload – Calculates a monthly goal by multiplying the daily goal by the number of days in a month MINUS any programmed weekends and/or holidays.