Sales Goals

Set monthly revenue targets for your boutique — store-wide, per location, or per individual staff member — and track progress from the Dashboard. Sales Goals help you stay on pace throughout the month with a visual progress ring that shows how close you are to hitting your target.

Go to Settings > Sales Goals to configure them.

Setting Goals

Select a Year and a Scope at the top of the page, then enter a dollar amount for each month. The Annual Total at the bottom updates in real-time as you adjust your monthly targets.

Field	Description
Year	The calendar year for these goals
Scope	What the goal measures — Store Total, a specific Location, or an individual Staff member. The selector is a searchable combobox (same pattern as the POS customer picker).
January – December	Monthly revenue target in dollars

Click Save Goals when you're done. You can leave months at $0 if you don't want to set a target for that month.

Goal Scopes

• Store Total — one goal that measures combined revenue across every location
• Specific location — measures revenue for a single location; staff assigned there see this goal in their Dashboard ring (Owner + Manager only)
• Individual staff member — measures revenue attributed to that staff member via sold_by on each order line (with order-level fallback). Mirrors how Commissions track sales, so the staff ring lines up with the staff member's commission earnings.

A single goal is either for a location or a staff member, never both. Pick the scope, save, and add a separate goal if you want a different cut.

Dashboard Widget

When a goal is set for the current month, a progress widget appears on the Dashboard:

The widget shows:

• Month name and days left in the month
• Progress ring with percentage complete
• Revenue — total revenue from completed orders this month
• Goal — your target for the month

Progress Ring Colors

Color	Meaning
Green	100% or more — goal reached
Rose	60%–99% — on track
Amber	Under 60% — behind pace

What Counts as Revenue

Revenue is calculated from completed orders within the current calendar month, using the order subtotal (before tax, after discounts). Only orders with a "completed" status and a completion date within the month are counted.

Who Sees Which Ring

• Owner + Manager — see the existing store / location ring (unchanged from before)
• Everyone else — the store ring is hidden. Instead they see a Your [Month] Goal personal ring backed by the staff goal you set for them. Revenue is attributed via the sold_by field on each order line (with order-level fallback), so the number matches what they'd see in commissions.
• If a non-owner / non-manager has no personal goal set for the current month, the widget hides entirely — no empty placeholder.