This report shows advertiser or salesperson goals for the year based on the calendar or media billing cycle.
Advertiser goals are set up in VT by editing an advertiser and clicking on the button for Purchase Goals and History. In addition to viewing the advertiser's purchase history for each month and year [h], you can also enter a goal value [g] for each month for the advertiser, which prints on this report. Salesperson goals can be set up in the same manner by editing a salesperson and selecting History and Goals.
The Goals Report can be run by the calendar or media billing cycle. When goals are entered for either the advertiser or salesperson, all the values you enter are considered calendar dollar values. When printing the report using the calendar billing cycle, you will simply see the goals that were literally entered for each month. If the report is run for the media billing cycle, the report converts the goals to media month values. It is if you asked, "How much is the goal worth based on the media month rather than the calendar month?" The report would then take the original goal amount entered for the month and convert it to a media month value.
| Grouping Options | Filter Options | Other Options |
|---|---|---|
| A/R Account Name Salesperson Statement Group Station |
A/R Account Advertiser (No Groups) Salesperson Statement Group Station |
Advertiser or Salesperson Goals Billing Cycle (Calendar or Media) 1st Summary Page 2nd Summary Page 3rd Summary Page |