Unit Goals

Create Goals

1. Click Administration in the navigation bar to the left.

2. Click Settings in the dropdown.

3. Click +New Goal, to create, at the middle of the page, above the top of the ‘Goal Openings’ box.

4. Enter the year, and quarter for which this goal will be established.
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5. Select the Concept from the available options in the dropdown.
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6. Enter a goal number in either one, or both the Corporate or Franchise Goal boxes.

a. The Quarter Total box will automatically populate with the sum of your two
goals. You can either type a number into the goal boxes, or use the up and
down arrows to make a selection.
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7. Click the Update button to save your new goal.

8. If you have the “Goals vs Estimated Openings” widget added to your dashboard you will see it displaying the results of actual, and estimated openings against your goals.

Edit Goals

1. Click Edit on the line for the goal you would like to edit.

2.Click the Update button to save your edits.

Delete Goals

1. Click Delete from the expanding Edit button.

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