Overview

The aim of "Business Goals" in AMS is to provide a place to set, track and then review goals. Setting business goals gives direction and helps with prioitizing what matters most. Clear goals turn ideas into actionable plans, while tracking progress makes it easier to measure success and direct focus.  

Goal Setting

Part 1

Navigate to Goal Setting - Part 1 by going to header menu "My Business" -> "Business Goals" -> "Set Yearly Goals" or click here.

Fill out goals, using graph and table on the right hand side displaying goals and gains from previous year. NOTE: for first year goals no data will be displayed in there. 

Part 2 (Revenue)

Navigate to Goal Setting - Part 2 by submitting part 1. If not all revenue goals were submitted during original session then navigate back here.

Select Goal Type then fill in revenue goals for each month clicking "submit" when done, repeating for all applicable goal types. Submitted goals for the current year will appear in the bottom most table, where they can also be deleted by hovering and selecting delete. Previous years revenue goals are also listed in this table, using arrows to expand rows.

Goals Dashboard

Navigate through menu bar "My Business" -> "Business Goals" -> "Goals Dashboard" or click here.

Goals Filter

View dashboard by selected year and month. If no month is selected then related graphs will show goals and actuals for entire year. 

Updating actual values for goals requires a month selection, be sure to hit search after selection. 

Clear a value by hover over and selecting X then hit search. 

Update Monthly Gains

Select a month in Goals Filter, clicking search after selection. Then click "Update Monthly Gains", after it pops up fill gians or objectives completed for the selected month and then submit.

Update Goals

To update yearly goals (from part 1) click "Update Goals", make necessary changes and then click "Update".

Revenue Goals Filter

This indicates the start of the revenue section of goals dashboard. All three revenue tables can be filtered by "Goal Type". Revenue tables are also filtered by previously mentioned Goals Filter

Update Monthly Revenue

Select a month in Goals Filter, clicking search after selection. Scroll down and click "Update Monthly Revenue" to open update form. Fields including "Estimated" are AMS calculated estimate of revenue from that month, however since it can be difficult to keep AMS 100% up to date user must manually input a value to confirm it.

Update Revenue Goals

Click "Update Revenue Goals" to open update form. Click on table row for specific goal type, then update monthly values in table below, click update when finished updating a goal type.

Add / Delete Revenue goals by clicking "Add New / Delete Revenue Goals" in the top right of the form.

Revenue Breakdown by Product

Click "Revenue Breakdown by Product" to open product breakdown. Use filter as needed to explore products.

NOTE: Reminder that this only shows product sales input into AMS. Mainly event, consignment and wholesale sales.