Sales Tracker

Overview

The Sales Tracker feature allows you to easily create automatic dynamic or manual sales targets in a flash, as well as measuring actual Xero sales figures against the targets.

Monthly Sales Chart

Actual Sales – The blue bar charts show the actual total monthly sales figures for the current and previous 4 months.

Target Sales – The green bar line shows the target sales value for the current and previous 4 months.

Hover over a chart bar or line point to view its value.

Current Month Sales Analysis

The right side of the Sales Tracker feature provides a high-level analysis of the current month’s sales progress versus target, showing the following:

• Status narrative – A motivational status update based upon actual sales progress versus target sales, and number of days remaining in month.
• Actual sales value (so far) – in currency value and also percentage of target
• Target sales – value of the sales target set for the current month
• Remaining – additional sales value required to reach the monthly target, and number of days remaining until the end of the current month
• Sales bar line – Graphical view of the actual sales progress versus target
• Time bar line – Graphical view of number of days elapsed already in current month versus total number of days in month

Creating Sales Targets

Monthly sales value targets can easily be created (either automatically or manually) by visiting the Sales Tracker section of the Xenon Connect Settings Page.

Sales Target Options

• No Target Set – Select this option if you do not wish to set any sales value targets in Xenon Connect.
• Previous Month – Base the current month’s target on the previous month’s actual value and increase/decrease it by a percentage value.
• 3 Month Average – Base the current month’s target on the average actual monthly sales value of the previous 3 months (with the ability to increase/decrease by percentage).
• 6 Month Average – Base the current month’s target on the average actual monthly sales value of the previous 6 months (with the ability to increase/decrease by percentage).
• 12 Month Average – Base the current month’s target on the average actual monthly sales value of the previous 12 months (with the ability to increase/decrease by percentage).
• Same Month, Previous Year – Base the current month’s target on the actual value of sales in the same month 1 year ago (with the ability to increase/decrease by percentage). Great for seasonal businesses looking to track their sales against their previous season’s value.
• Xero Budget Values – Pull-in monthly sales target values automatically from your budget sales figures created in Xero.
• Manual Monthly Target Value – Specify a value for target sales. The amount specified will be applied as a target for every month.

Notification – When a monthly sales target is achieved, a notification is created within Xenon Connect to inform the user.