Targets
Goals keep everyone focused. Invoay lets you set monthly targets for each store and monthly targets for each staff member. Once they're set, your dashboards show how close you are — in real time.
There are two target pages:
| Page | Sets goals for | Shows up on |
|---|---|---|
| Store Target Management | Each store | Dashboard › Target Progress Overview, Multi Store Dashboard › Branch Performance and Goal Progress |
| Employee Monthly Target | Each staff member | Dashboard › Top Employees, Employee Utilization Dashboard › Employee Targets |
Store Target Management
How to open it: on the Dashboard, click Set Targets in the corner of the Target Progress Overview box. On the Multi Store Dashboard, click Configure Targets.
Setting a target
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Under Set Target Values, choose the Store.
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Choose the Month.
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Fill in your goals for that month:
Field What to enter Product Sales How much you want to sell in products Service Sales How much you want to earn from services Package Sales How much you want to sell in packages Membership Sales How much you want to sell in memberships Membership Wallet Sales How much you want to sell in wallet memberships New Customers How many first-time customers you want Total Customers How many customers you want to serve in total -
Click Save Target. You'll see "Target saved successfully."
💡 Changing a target: just pick the same store and month again, enter the new numbers and click Save Target. The old values are replaced — you won't end up with duplicates.
💡 Targets are set by month (January to December). Remember to review them each year if your goals change.
Existing Targets
Below the form, a table lists all the targets you've set, with the store, month and every goal value.
To stop using a target, click Deactivate on its row. It will no longer count on your dashboards.
Employee Monthly Target
How to open it: on the Dashboard, click Set Targets in the corner of the Top Employees box. On the Employee Utilization Dashboard, click Set Targets in the Employee Targets box.
This page is a table with one row per staff member. You can add and edit several rows and then save them all at once.
Adding a target for a staff member
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Click New at the top of the table.
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Pick the Employee.
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Enter their monthly goals:
Column What to enter Product Sales Products they should sell Service Sales Services they should do, in value Package Sales Packages they should sell Membership Sales Memberships they should sell Membership Wallet Sales Wallet memberships they should sell Number Of Unique Customers How many different customers they should serve Is Active Keep this ticked for the target to count -
Click Save changes at the bottom of the table.
Changing a target
Click on the value you want to change, type the new number, and click Save changes. Changed something by mistake? Click Cancel changes before saving to undo.
The employee can only be chosen when you add a new row. To move a target to a different person, add a new row for them and untick Is Active on the old one.
Tips for setting good targets
- Start from what you already do. Look at last month's numbers on the Dashboard and aim a little higher — maybe 10%.
- Keep them realistic. Targets that feel impossible are quickly ignored.
- Share them with your team. The Top Employees box on the Dashboard makes progress easy to talk about at your morning huddle.
- Celebrate wins. When someone hits their target, let them know!