Setting Sales Goals
Overview
The Sales Goal feature in EdgePulse helps plan and monitor performance across each store for a calendar year. Goals are informed by up to three years of historical data and can be adjusted to reflect your store's targets. This guide explains how to access, understand, and update sales goals correctly.
Accessing the Sales Goal Screen
- Navigate to https://edgepulse.biz and log in using your credentials.
- From the top menu, go to Performance > Sales Goal.
- Select the appropriate store.
Understanding the Sales Goal Screen
Once you are on the Sales Goal screen, you will see several editable and calculated sections.
Sales Goal screen overview
A. Average Retail and Sales Numbers
- ARS (Average Retail Sale): The average dollar value per item sold. Editable.
- Sales #: The number of items expected to be sold. Editable.
- Sales $: Auto-calculated from ARS and Sales #. Not directly editable.
ARS and Sales number fields
|
The New Goal fields for ARS and Sales # are where you enter your store's targets. The system will calculate the corresponding Sales $ value automatically. |
B. Mark-up and Gross Margin
- M/Up% (Markup Percentage): Your desired markup for the store. Editable.
- GPM% (Gross Profit Margin): Auto-calculated based on M/Up%. Not editable.
Markup and Gross Margin fields
|
Use your most recent margin data or budgeted plans to update the M/Up%. |
C. Sales % Per Month
This section breaks your annual sales goal into monthly segments. The New Goal column shows the dollar target and percentage for each month.
Monthly Sales % breakdown in the New Goal column
|
Monthly percentages are auto-generated based on historical patterns. Unless you have a specific reason, it is strongly recommended to leave these as they are. |
Recommended Monthly Sales Trend
If monthly percentage values are missing, use the following standard trend based on industry patterns.
|
Month |
% of Annual Sales |
|
January |
4.0% |
|
February |
5.0% |
|
March |
8.0% |
|
April |
7.0% |
|
May |
7.0% |
|
June |
6.0% |
|
July |
9.0% |
|
August |
8.0% |
|
September |
8.0% |
|
October |
7.0% |
|
November |
11.0% |
|
December |
20.0% |
Entering or Adjusting Your Goals
- Enter values into the ARS and Sales # fields.
- Enter your target M/Up%.
- Do not change Sales $ — it will calculate automatically.
- Review the auto-generated monthly percentages. Adjust only if there is a clear business reason.
Save Changes
Click Save to commit your entries. Click Cancel to discard changes.
Troubleshooting
- Totals don't match: Recheck ARS or Sales # entries and verify that monthly percentages total 100%.
- Sales % missing: Use the recommended monthly trend table above as a starting point.
Best Practices
- Stick to the default monthly trend unless you have a clear business justification for changing it.
- Adjust goals only when justified by specific events or business changes.
- Review annually to stay aligned with store performance and market conditions.
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