How to Add a Goal
- Go to the Goals page.
Click Add Goal.
- Choose the Goal type:
- Organization Goal: tracks a commitment across the full organization.
- Retailer Specific Goal: tracks a commitment for one planning space or retailer.
- Enter a Goal Name.
- Select the applicable Fiscal Year or Goal Date Range.
- Enter the Goal Spend Amount.
- Add Goal Criteria by selecting the field and value combinations that should count toward the Goal.
- Cascade all or a portion of the Goal Amount to specific Retailers/Pages. See below for more details.
- Change the Goal Owner if desired and add a Goal Note if needed.
- Click Save Goal.
Once saved, the Goal appears on the Goals dashboard. Organization Goals are created from the All Teams context, while Retailer Specific Goals can be created for selected teams/retailers based on your role and access.
How to Assign an Organization Goal to Pages
When creating or editing an Organization Goal, you can assign all or part of the total Goal amount to specific pages, planning spaces, or retailers. This is called cascading the Goal.
Use this when a total organization commitment needs to be broken out by retailer or planning space.
For example, a $2MM organization Goal could be assigned as $500K to Kroger, $500K to Walmart, and $1MM left unassigned for other planning spaces.
To assign an Organization Goal:
- In the Cascade to Team/Retailer section, click Add Team/Retailer.
- Select the retailer/page.
- Enter the portion of the Goal amount assigned to that page.
- Repeat for each page or retailer you want to assign.
- You can leave an unassigned amount if the remaining amount can come from any planning space.
- Click Save Goal.
Shopperations will track both the full Organization Goal and the assigned cascaded portions. The system calculates progress against the total Organization Goal and also calculates progress against each assigned team/retailer portion.