What are Event Sales Goals and How Do I Set Them Up?

Event Sales Goals is an enhanced tool that gives venues the ability to customize and track sales performance more effectively. With this feature, you can:

• Choose how revenue is recognized - by Event Date or Definite Date.
• Set goals per user per location or as overall user goals across multiple locations.
• Decide what counts toward your goals - Event Actuals or custom Menu Item Categories.

If your group does not already have goals configured, you’ll need to complete setup before adding users. The Add Users button will remain disabled until setup is complete.

1. Navigate to Settings → Sales Goals and Performance.

2. Select the Time Period:
   1. Weekly
   2. Monthly 
   3. Quarterly
   4. Fiscal Period
3. Select the Goal Type:
   1. User Goals per Location - set goals per user, per location.
   2. Overall User Goals - one total goal per user.
4. Choose how revenue should be recognized:
   1. Event Date
   2. Definite Date
5. Select what counts towards the goal:
   1. Event Actual Totals
   2. Custom Menu Item Categories
6. Save.

Once you have set configurations, the + Add Users button is available.

1. Select + Add Users to choose from a list of users
2. Select users and click Save.
3. Enter goals by filling in any of the blank spaces.
4. Select Save Changes when done or before navigating to another page.

Additional Resources:

• Build Smarter Benchmarks by Setting Up Sales Goals