Note: This will only work if your company has made this available for you in the settings. 

Go to "home", and look up to the right. There you should see "My budget".

Fill in the goals on the column labeled "Quantity" or "Value" or "Gross Margin", and then click Save.


You have to confirm that you are sure that you have set all of your targets. It is not possible to change the goals after they have been confirmed, then the manager must do this for you. If you are sure; click on "Add".

If you set goals for the current period, you will also be asked to set goals for the next period (budget).


Click on the green button and make a budget for the next period as well.  Fill in the goals on the column labeled "Quantity" or "Value" or "Gross Margin", and then click Save.


PS: 

  • Since this is the first time you add your own goals, you will be asked to confirm your current budget (this week) as well. In the future you will only have to set for the next period, unless you have been sick or on holiday.

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