How to Find and Update Goals by Market Segment?

How to Find and Update Goals by Market Segment?

Learning Objectives

In this lesson, you will learn …  

  1. Who can update goals by market segment 

  2. Where to update goals by market segment 



Finding and Updating Goals

In another lesson, you have seen how to create sales goals in Thynk.  


From time to time, you may need to assist your leadership with updating goals, even though you typically set them up annually (or quarterly).  Because only the Thynk Admin can manage goals in Thynk, here are the instructions on how to update goals by market segments: 

  1. Click on the App Launcher


Click on the App Launcher

  1. Type 'sales goals' in the search field, and click on 'Sales Goals'


Type 'sales goals' in the search field, and click on 'Sales Goals'

  1. Click on the down arrow on the right of the 'recently viewed'


Click on the down arrow on the right of the 'recently viewed'

  1. And click on 'All'


And click on 'All'

  1. Find the sales goal by market segment that you need to edit. You can also sort the column 'Business Segment' and scan through it there. In this example, click on the 'Sales Goal Name' FI-00000005.


Find the sales goal by market segment that you need to edit. In this example, click on the 'Sales Goal Name' FI-00000005.

  1. This opens up the sales goal. Click on the pencil icon to make changes to the 'Target Number of Rooms'


This opens up the sales goal.  Click on the pencil icon to make changes to the 'Target Number of Rooms'

  1. Type the new number of rooms to be edited 


Type the new number of rooms

  1. If you need to amend the Target Revenue, go into that box and type the new revenue figure in


If you need to amend the Target Revenue, go into that box and type the new revenue figure in.

  1. Make any other change and click on 'Save'


Make any other change and click on 'Save'



Resources

  1. How to Create Sales Goals in Thynk - Knowledge base article

  2. How to Enter Room Night and Revenue Goals by Property - Knowledge base article


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