Creating Goals for a Loyalty Promotion
The following procedure describes how to create goals for a loyalty promotion.
To create goals for a loyalty promotion
Navigate to the Loyalty Promotions Administration screen.
In the Promotions list, find the promotion to which you want to add goals and click the hyperlink in its Promotion Number (#) field.
If the promotion form’s Active check box is selected, then click Modify.
Click the Goals view tab.
Add one or more new records to the Goals list, and complete the necessary fields in each record. Some fields are described in the following table.
Field Description Metric
Type of measure, such as currency or units, that the goal or assumption pertains to
Number Format
If the metric is a numeric one, format in which the number is displayed
Target Amount
If the metric is a currency one, money amount that the goal or assumption targets
Target Qty
If the metric is a numeric one, numeric quantity that the goal or assumption targets
Forecast Amount
If the metric is a currency one, money amount predicted for the goal or assumption
Forecast Qty
If the metric is a numeric one, numeric quantity predicted for the goal or assumption