Sales

How to add sales targets

Table of Contents

Steps to add one sales target across all issues of a publication Steps to add a different sales target for each issue of a publication Sales target displayed on the Dashboard

Within MagManager you have a choice of how sales targets are set. A single sales target can be set across all issue of the publication or individual sales targets can be set for each issue of the publication.

Steps to add one sales target across all issues of a publication

Step 1 - Go to the main Settings page.

Step 2 - Under Publications & Bookings > Select Publications.

Step 3 - Select each Publication name in turn.

Step 4 - Select the Defaults tab.

Step 5 - Locate the Sales Target (£) field > Enter the sale target amount. This amount will apply across all issues of the publication.

Step 6 - Click Save.

Steps to add a different sales target for each issue of a publication

Step 1 - Go to the main Settings page.

Step 2 - Under Publications & Bookings > Select Publications.

Step 3 - Select each Publication name in turn.

Step 4 - Select the Issues tab.

Step 5 - Click the up/down arrow in the Month header to bring the most recent issue to the top of the page.

Step 6 - Locate each issue in turn and click the edit button (pen icon) far right.

Step 7 - Enter the sales target in the Target Amount field for that issue.

Step 8 - Click the same button as before, which is now a save button (disk icon) to save the changes.

Sales target displayed on the Dashboard

How close you are to the sales target is displayed on the Home Page / Dashboard.

October displays £4000 and 0%, as the sales target was set to £4000 and no sales have been made.

September displays £1995.00 and 33.5%, as sales target was set to £3000 and £1005 of sales have already been made.

Overview of clients screen How clients are categorised - all, active, prospects & inactive How to add a new client in MagManager Overview of the client details tab & how to update a client record How to search for a client in MagManager How to add an advert booking in MagManager How to add a content booking in MagManager How to add a miscellaneous booking in MagManager How to add a purchase order number How to add a discount to a booking How to send or print a booking confirmation How to update a booking that has not been invoiced How to update a booking that has been invoiced How to cancel a booking How to cancel a paid or part booking using the void button How to make a provisional booking How to create a proposal from a provisional booking How to add actions How To Add Outlook Calendar Events To Your Actions Calendar How to add a note on the client record How to add additional client contacts Overview of the client timeline tab How to add marketing consent How to add a post-it note to the client record Complimentary Copies and Voucher Copies How to add website and social media links How to update client details for the web directory How to create customs tabs Overview of bookings screen Overview of sales screen Gamification on Sales How to add sales targets