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How to create store goals

Updated over 6 months ago

In Stockagile you can create daily billing goals per store and then analyze the actual billing with the planned one from the analytics part.

Requirements to create store goals:

  • The user must have the OWNER or SHOP MANAGER role. You can see the different types of roles in the section Create or edit a user.

Steps to create store goals:

  1. Go to the side menu and click on the GOALS button in the RETAIL section.

  2. In the GOALS screen, a calendar of the current month appears with today's day marked in a soft yellow tone. To add a new target you can either click on the day on which you want to add the target or click on the blue +Add Target button, located in the upper right corner.

  3. In both cases a pop-up will open where you can enter the goal you want to set and the store to apply it to.

  4. Once the goal has been entered, click on the SAVE button and the goal of our store will be set.

Step 4: Create a billing goal

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