Once you have created sales channels , we will explain how to establish the objectives of these channels so that you can have a view of the situation of the company.
1) Visualise the sales channels
How to access:
- Access the Invoicing App
- Click on the Sales module
- Select the section of Sales Channels
From the sales channel module you can view all the income assigned to your channels in a certain period of time. You can also see your income distributed monthly by channel by clicking on "Monthly"
2) Create goals for sales channels
How to access:
- Access the Invoicing a pp.
- Click on the Cash flow module.
- Select the Objectives button .
- Find the sales channel and click Assign.
- Type of objective: Determine if you want to establish annual or monthly objectives for your sales channels.
- Quantity: In the case of the annual objective you must include a single amount. On the contrary, in the monthly objectives you will have to add an objective per month.
Once you have saved these objectives you can visualise them in the same interface , you'll find a widget for annual objectives and another one for monthly ones.
3) Compare the objectives of your sales channels
Once you have created the sales channels and assigned the corresponding objectives, you'll have two ways to measure the achievement of these:
3.1) Compare the objectives from the dashboard
How to access:
- Access the Invoicing App.
- Click on the Boards section from the sidebar.
- Select the type of board you have assigned from the top left.
- Click Dashboard .
- View the Sales Channels widgets.
In your Dashboard, two widgets will appear where you will see the% goal achievement by channels . In the upper right part of the two widgets, both the Sales Channels and the Spending Accounts, you'll be able to change the time period.
3.2) Compare the objectives from Reporting
How to access:
- Access the Invoicing App.
- Click on the Reporting section from the sidebar located on the left.
- Click on the Finance section.
- Select the Balance Sheet or the Profit and Loss report.
- In the dropdown located at the top select the option "Objective" .
In the Balance you will see a % of your achievement of the objective established in the Profit and Loss you'll see the % obtained by group of annual accounts.