How to set your team's targets

Under Targets you see your dealership's goal and split it among your advisors. These are the targets that appear on the Sales Board.

1. Open Targets

In the sidebar, under Planning, click Targets (1).

Sidebar with Targets highlighted in the Planning section

2. Choose the scope

At the top choose the Month, the Year, the Dealership and the Brand, then press Load targets.

3. Review the Target Grid

The Target Grid shows the sales target for each model, month by month, with each quarter's and the year's totals. It is set by the brand's owner or an administrator.

Target Grid with the sales target per model and per month

4. Split the target among your advisors

Under Advisor Targets, change each advisor's Sales target.
Press Save advisors. If you make a mistake before saving, use Reset advisor edits.

Advisor Targets with one target edited and the Save advisors button

5. Check the Sales Board

Each advisor's target shows in the Target column of the Sales Board, on the Console.

Sales Board with the updated target in the Target column

Frequently asked questions

I can't edit the Target Grid. The grid is updated by the brand's owner or an administrator; you split the target among your advisors.

When should I review the targets? At the start of every month, so your team knows its goal.

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