To create sales goals by product, go to the *Reports and goals* menu:

Then, click on *create goal*:

The first step is to select the time frame you want to set for the goal:

Next, you must select the users for whom the goal will be set:

Once you've selected the users, don't forget to click on *Add*.

After adding the users, select one of them and start assigning them the products and quantities corresponding to their goals.

Assign goal to all users

You can assign the same goal to all users just by clicking on *Goal for everyone*:

This will open a text box where you'll add the products and quantities for the goal you want to give all users:

Goal by template

You can create goals by product using a template. Click on *Goal by template*:

After downloading the template, you'll see the important things to consider when using the template:

Calculation of the overall goals summary

The overall goal is not calculated by dividing total units sold by the total units assigned. Instead, it is calculated as the average of each individual goal.

For example, a general goal consists of the following goals by product:

• Sell 50 pieces of product A
• Sell 50 pieces of product B

Suppose a user sold 100 units of Product A and 0 units of Product B. If the calculation were done directly using products sold ÷ products assigned, the result would incorrectly be 100/100, which would be interpreted as the goal being 100% achieved.

Instead, we calculate each goal individually first:

One with 100% completion and the other with 0%, resulting in an overall goal achievement of 50%.

Goal frequency

Goals can be set for monthly or weekly periods.

To set this up, go to *Settings > General > Setting sales goals*

Mobile app

Mobile users can view their established goals, as well as their goal progress in the *Activity* screen:

Send us a message in the chat if you have any questions!

Updated on: 04/02/2026