Branch Targets User Manual

CONTENTS

Welcome

Enabling Branch Target Functions

Entering Branch Targets

Branch Targets appearing on the till

Welcome

The purpose of this User Manual is to take the user through the steps of entering Branch sales targets into the Cybertill system. 

These targets can then be made visible on the till screen for staff to see and display their sales for this month/week to date, so they can gauge whether they are on course to meet their target. 

This can help improve communications for all staff on sale requirements and allow the head office user to pass important performance requirement information to staff. 

Note that in order to set monthly sales targets, all your Branches must belong to a Branch Group. If you have not done this, you will not be able to set any targets.  Please refer to the Getting Started > Locations Details User Manual for help on setting up Branch Groups. 

Enabling Branch Target functions

Firstly,  

• select the Admin menu. 

• Scroll to the very bottom of the page and locate to Default Settings. 
• Click into Default Settings. 

 

From within the General Settings section, 

• scroll down the page and locate to the fields related to Target Tracking. 

 

In the Target Tracking Timescale field, 

• select the type of targets you wish to use from the dropdown list. 

The options are: Month (set as default), Week Monday, Week Sunday. 

• Save changes at the bottom of the page. 

Note: logging out and back in is required before proceeding any further. 

Entering Branch Targets

From within the Admin menu of the back office, 

• Locate to the Locations section. 
• Select Target Tracking. 

Note: this option is only available if switched on as shown in the previous section of the User Manual. 

You should be taken to a page that looks something like the below image: 

• Select the location group for which you want to edit the targets. 

After a brief pause, you’ll be taken to a new screen. Here, there will be a separate table for each Branch in the chosen group, and in each table, there’ll be a row representing every month or week of the year (depending on whether you chose monthly or weekly targets within Default Settings). It will clearly show you both the target for that week/month and the actual sales, side by side.  

Note: If you only see one branch on screen and you were expecting to see more, try scrolling down the page. 

For all the weeks or months dated in the future, you should find that you’re able to edit their Target figure. 

• Enter your targets here, then click Save at the bottom to record them. 

Branch Targets appearing on the till

You’ll find that once you’ve entered your branch targets, your till operators will start to see them on the till screen. They’ll appear between sales (i.e. at the ‘enter your PIN number’ stage) at the left of the screen, and will look like the below: