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Setting user targets in Retail POS (X-Series)

The home screen shows the targets for the user currently signed in. This can be a very useful tool for identifying top performing cashiers or sales reps, for example, and setting goals for each team member. 

home-screen-user-targets.png

To add daily, weekly, and monthly targets for each user, navigate to Setup > Users.

Admins can set the targets for any user. Managers can also set user targets, but only for cashiers that belong to the same outlet.

Users-Sales-Targets.png

Once the targets have been set, the user will be able to monitor their progress from the home screen. The section Your sales targets shows a progress bar of the user's sales target. There is also a graph which displays the sales history for the selected time period. If you want to know more about reports, view our Reporting in Retail POS (X-Series) article.

Sales-Targets-Home.png

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