Configuring Sales Manager Goals

Sales Manager Goals allow you to set and monitor Rooms, Catering, and Activities goals for Sales Managers.

You can setup the following Sales Manager Goals:

Group Rooms with Catering: Goals related to Rooms and Catering business.
Transient Goals: Non Group Goals related to Rooms business.
Activities: Goals related to Activities

Sales Manager Goals are available on the Sales Manager Progress (rep_mgr_progress_BI) report. The Stay Periods configured as Arrival Periods in Production Goals are printed listed on the report.

Adding Group Rooms with Catering Goals

From the Administration menu, select Bookings, then select Sales Manager Goals.
Select the Sales Owner, then click the Vertical Ellipsis and select Edit.
1. Select the Group Rooms with Catering Goal Type in the search, then click Search.
2. Click New and complete the following:
  1. Future Dates: Select this check box to display future dates when selecting the Production From / Production To and Arrival From / Arrival To dates. This check box is selected by default.
  2. Arrival Goal:. Select this check box if this is an arrival goal. This goal is considered to be an arrival goal and 'Arrival' will display in the Type column on the Goal screen.
  3. Production From/Production To (Mandatory): If the Arrival Goal check box is not selected, this is a production goal. Production goals are booking goals, regardless of the arrival date. For example, if the Production From / Production To dates are January 1, 2020 and March 31, 2020, any booking made between January 1 and March 31 on a certain "credit" status, or changed during this time frame to the defined "credit" status, would be counted toward meeting the goal. Click to view a list of the production periods set up for your property. Selecting the production period automatically sets both the Production From and Production To dates. For more information, see Configuring Period Definition Periods.
  4. Arrival From/Arrival To:. If this is an arrival goal, use these fields to define the period during which the bookings will arrive. For example, if the Arrival From / Arrival To dates are January 1, 2020 and January 31, 2020, any booking that will arrive between January 1 and January 31 would be counted toward meeting the goal. Selecting the arrival period automatically sets both the Arrival From and Arrival To dates.
  5. Market Code: Select a market code from the list to be associated with the goal.
  6. Room Nights: Enter the number of room nights being set as a goal.
  7. Room Revenue: Enter the room revenue amount being set as a goal.
  8. Average Rate: Enter the average room rate being set as a goal.
  9. Catering Covers: Enter the number of catering covers or meals being set as a goal.
  10. F&B Revenue: Enter the food and beverage revenue being set as a goal.
  11. Avg F&B Check: Enter the average amount for food and beverage checks being set as a goal.
  12. Other Revenue: Enter the amount of other revenue being set as a goal, such as function space rental, equipment rental and so on.
3. Click Save or click Save and Add More to add another.

Adding Transient Room Goals

From the Administration menu, select Bookings, then select Sales Manager Goals.
Select the Sales Owner, then click the Vertical Ellipsis and select Edit.
1. Select the Transient Room Goal Type in the search, then click Search.
2. Click New and complete the following:
  1. Future Dates : Select this check box to display future dates when selecting the Production From / Production To and Arrival From / Arrival To dates. This check box is selected by default.
  2. Arrival From/Arrival To: Use these fields to define the period during which the bookings will arrive. For example, if the Arrival From / Arrival To dates are January 1, 2020 and January 31, 2020, any booking that will arrive between January 1 and January 31 would be counted toward meeting the goal. Selecting the arrival period automatically sets both the Arrival From and Arrival To dates.
  3. Market Code: Select a market code from the list to be associated with the goal.
  4. Room Nights: Enter the number of room nights being set as a goal.
  5. Room Revenue: Enter the room revenue amount being set as a goal.
  6. Average Rate: Enter the average room rate being set as a goal.
3. Click Save or click Save and Add More to add another.

Adding Activities Goals

From the Administration menu, select Bookings, then select Sales Manager Goals.
Select the Sales Owner, then click the Vertical Ellipsis and select Edit.
1. Select the Activities Goal Type in the search, then click Search.
2. Click New and complete the following:
  1. Future Date: Select this check box to display future dates when selecting the Production From / Production To dates. This check box is selected by default.
  2. Production From/Production To: Use the Production From and Production To fields to set the date range when the activities are to be completed. The dates can span multiple production periods. For example, if the Production From / Production To dates are January 1, 2020 and February 28, 2020, any activity completed between these dates would be counted toward meeting the goal. Click to view a list of the production periods set up for your property. For more information, see Configuring Period Definition Periods.
  3. Activity Type: Select an Activity Type from the list for which goal is being set. For example, Follow Up Calls, Conduct Surveys, or Send Thank You Letters.
  4. Number of Activities: Number of activities of Activity Type being set as a goal (for example, 100 Follow Up Calls).
3. Click Save or click Save and Add More to add another.

Editing Goals

From the Administration menu, select Bookings, then select Sales Manager Goals.
Select the Sales Owner, then click the Vertical Ellipsis and select Edit.
1. Select the Goal Type in the search, then click Search.
2. Select the Goal in the search result, then click the Vertical Ellipsis and select Edit.
3. Update the configuration.
4. Click Save.

Deleting Goals

From the Administration menu, select Bookings, then select Sales Manager Goals.
Select the Sales Owner, then click the Vertical Ellipsis and select Edit.
1. Select the Goal Type in the search, then click Search.
2. Select the Goal(s) in the search result, then click Delete.