Siebel Dealer Administration Guide > Managing Sales (Dealer) > Process of Creating and Using Sales Steps (Dealer) >

Viewing Daily Sales Step Goals (Dealer)

After the sales manager creates the goals, the sales consultants can view their own goals. When a dealer marks a sales step as done during the sales process, this sales step goals list is updated to record how many sales steps have been completed, so the sales consultants can look at their sales step goals lists regularly in order to check how their actual performance compares with their goals.

Sales consultants can also print out a report with their daily goals, so they have a written plan of their tasks for the day. Alternatively, sales managers can print out reports of daily goals for each of their sales consultants and can give these printed reports to the sales consultants each day.

To view your own sales step goals

1. Navigate to the Sales Step Goals screen.
2. From the Show drop-down list, select My Sales Step Goals.
3. View your goals in the Sales Step Goals list. The list includes the fields described in the following table.

   Field	Comments
   Sales Steps	Displays the sales step that this record applies to.
   Period	Displays the period that this record applies to.
   Monthly Forecast (Retail New)	Displays the monthly forecast for new retail vehicle sales for this employee for this period.
   Monthly Forecast (Retail Used)	Displays the monthly forecast for used retail vehicle sales for this employee for this period.
   Sales Step Monthly Goal (Retail New)	Displays the goal for this sales step for new retail vehicle sales for this employee for this period.
   Actual (Retail New)	Displays the actual number of times this employee has performed this sales step for new retail vehicle sales for this employee for this period. This number of times that the employee has marked the sales step as completed for opportunities that have type retail new.
   Sales Step Monthly Goal (Retail Used)	Displays the goal for this sales step for new retail vehicle sales for this employee for this period.
   Actual (Retail Used)	Displays the actual number of times this employee has performed this sales step for new retail vehicle sales for this employee for this period. This number of times that the employee has marked the sales step as completed for opportunities that have type retail used.

You might want to print your own sales step goals.

To print your own sales step goals

1. Navigate to the Sales Step Goals screen.
2. From the Show drop-down list, select My Sales Step Goals.
3. From the Reports menu, select Daily Work Plan Report.
4. Use the report window to print the daily work plan.

You might want to print your team's sales step goals.

To print your team's sales step goals

1. Navigate to the Sales Step Goals screen.
2. From the Show drop-down list, select My Team's Sales Step Goals.
3. In the Employee's list, select one of your team members.
4. From the Reports menu, select Daily Work Plan Report.
5. Use the report window to print the daily work plan for that team member.