Sales
      Back to home
      1. Help Center
      2. Performance Management
      3. Sales

      Sales Settings

      Adjust the settings that determine how the metrics within the WorkstandIQ sales module are calculated.

      Goals & Scoring

      Refresh Data

      Setting Goals for a New Year

      Goals & Scoring

      Scoring Tab

      • Allows the scoring in the sales section to be personalized.
      • In WorkstandIQ, go to Sales > Settings > Goals and Scoring
      • Adjust the Score Thresholds for when you would like the scoring color indicators to change.
        •   Default: Green is 93 and Red is 70. So a score of 93 and above will be green.  A score between 70 and 93 will be yellow.  A score below 70 will be red.
      • Adjust the Score Makeup weights to adjust how the overall Sales Score is calculated. 
        • Default: Sales are 40% of the score, Profits are 50% of the score, and Margin is 10% of the score.
      • The "Show Advanced Parameters" button will display additional advanced settings for all of the tabs and is for advanced users only. 
        • We suggest not adjusting the advanced parameters as it can have adverse effects.  Please contact the Client Success team if you have any questions.
      • If a change is made, press the "Save" button in the top right corner before moving on.

      History Averaging Tab

      • If the Goal is left on the 3-Year Average selection, here the individual weights of each year can be adjusted to personalize how that Goal is calculated.
      • In WorkstandIQ, go to Sales > Settings > Goals and Scoring then click the "History Averaging" tab at the top of the screen.
      • The number boxes are the percentage weight of each previous year that determines what the Goals are.
      • Default: 1 Year Ago is 50, 2 Years ago is 30, 3 Years ago is 20.  Meaning that 1 Year ago is 50% of the Goals, 2 Years ago is 30% of the Goals, and 3 Years ago is 20% of the Goals.
      • If a change is made, press the "Save" button in the top right corner before moving on.

      Goal Misc Tab

      • Allows how the Goals are determined to be changed and personalized.
      • In WorkstandIQ, go to Sales > Settings > Goals and Scoring then click the "Goal Misc" tab at the top of the screen.
      • Click the "Goal Basis" dropdown to change how the Goals are calculated. 
        • Default: Goals will be determined by the "3-Year Average" selection.  The available options are:
        • 3-Year Average: The previous three years are weighted and averaged to determine the goals.  The weights of each year can be adjusted in the "History Averaging" tab
        • Last Year: Base Goals on a percentage change over the previous year. A 5% increase is the default increase. 
        • Absolute Dollar Amount: Set a specific dollar amount as a goal.
        • Configure per location: You may select a different goal basis for each location, and opt to base the goal on another location's historical sales data.
        • If a change is made, press the "Save" button in the top right corner before moving on.

        Sales Goals Tab

        Allows a dollar amount or a percent change amount to be entered to determine the Goals and Stretch Goals.

        • In WorkstandIQ, go to Sales > Settings > Goals and Scoring then click the "Sales Goals" tab at the top of the screen.
        • Enter the dollar amount or percent change increase for each location for each month (if applicable).
          • A 5% goal would be a 5% increase in total sales.
        • Click the Export/Import Sales Goals link at the bottom of the page to download a spreadsheet that can then be uploaded to the system to set the Goals. 
        • If a change is made, press the "Save" button in the top right corner before moving on.

        Margin Goals Tab

        Allows a dollar amount or percent change amount to be entered to determine the Margin Goals and Stretch Goals.

        • In WorkstandIQ, go to Sales > Settings > Goals and Scoring then click the "Margin Goals" tab at the top of the screen.
        • Enter the dollar amount or percent change increase for each location for each month.
          • A 5% goal would be a 5% increase in total margin.
        • Click the Export/Import Sales Goals link at the bottom of the page to download a spreadsheet that can then be uploaded to the system to set the Goals. 
        • If a change is made, press the "Save" button in the top right corner before moving on.

        Scheduled Emails Tab

        Allows individual email addresses to receive an email at the specified day and time with a Sales Snapshot .

        • In WorkstandIQ, go to Sales > Settings > Goals and Scoring then click the "Scheduled Emails" tab at the top of the screen.
        • Enter the email address.
        • Check the appropriate boxes for the days of the week this email address should receive this email.
        • Enter the time for this email to be sent. Eastern Standard Time is the time zone.
        • Press the "Add Row" button to add an additional email address.
        • If a change is made, press the "Save" button in the top right corner before moving on.

        Refresh Data

        Refresh Sales

        Allows the information in the Sales section to be updated instantaneously.  This is normally not needed unless a recent change was made in the Sales Settings.

        Refresh Traffic

        Allows the Traffic information to be updated instantaneously.  This is not needed under normal circumstances.

        Upload Traffic Data

        Allows manual Traffic data to be uploaded.  This is not needed under normal circumstances.

        • In WorkstandIQ, go to Sales > Settings > Refresh Data > Upload Traffic Data.
        • Select the Location, Day, and Time you would like to enter manual data for.
        • Press the "Download" button for a spreadsheet to be downloaded.
        • Fill out the appropriate information and save the spreadsheet.
        • Press the "Choose File" button to select the saved spreadsheet.
        • Press the "Upload" button to upload the manual traffic information.

        Any data manually uploaded will be ADDED to existing automatically imported data. Any data manually uploaded will REPLACE previously uploaded data for a given location.

        Setting Goals for a New Year

        Many features in WorkstandIQ, like scheduling employees after December 31, rely on the existence of sales goals for the new year. Duplicate an existing year's goals as your starting point for the following year.

        • Navigate to Sales > Settings > Goals and Scoring > Sales Goals.
        • Click the year drop-down located in the top right corner of the page, and select the last option: Copy Previous Year.
        • Enter the year and press "OK".

        • Review and update per your 2023 plan, if necessary.

        • At this point, you will be able to complete goal-dependent tasks for the next year, for example, creating staff schedules past December 31

        • Be sure to add your actual goals to the new year before the end of December for the most accurate reporting.

        • See the Goals section above for entering Goal information for the newly created year.

        • If a change is made, press the "Save" button in the top right corner before moving on.