Manual Setup

Use the Goal Setup screen to set up goals for a particular restaurant for a selected week.

The Goal Setup screen displays a grid that lists the goal values for a particular restaurant for a selected week. It also displays the Set A Goal panel and a panel that shows the next 10 scheduled goals. [Show image.][Hide image.]

Below the grid are options that you use to select the historical data that you want to use and the type of goal (quantity or sales) that you want to set. In addition, you can use the Goal and Stretch sliders to specify a percentage change for the goal and stretch values.

Estimated sales values related to goal and stretch values appear next to the sliders. These estimates are calculated using the average unit prices over the last four weeks.

The estimated sales values are intended for illustrative purposes only; they do not indicate guaranteed sales values.

At the bottom of the screen is a slider that specifies how many weeks you want the goal to run.

View a video ../../Resources/Multimedia/Goals-SettingaGoal.mp4

  1. With the Goal Setting Portal screen open and the correct restaurant and week displayed, click Manual.

  2. In the Set A Goal panel, select the goal that you want to set.

    Once you select a goal, the grid in the center of the screen becomes active.

    If you choose PLU as the goal, you are prompted to select the PLU and other settings for PLU goals. You can also assign a name to a PLU goal.

  3. Select the time period for the historical data that you want to use.

  4. Select the type of goal (quantity or sales).

  5. Click a cell in the grid and enter a value or use the sliders below the grid to set the range for the goal and stretch values.

    If you use the goal slider to set a value, the stretch slider changes automatically so it contains a value greater than the goal value. You can change the stretch value if you wish.

  6. Use the slider at the bottom of the screen to specify how many weeks you want the goal to run.

  7. Click Save.

  8. To enter another goal, select it in the Set A Goal panel and repeat steps 3 through 7.