XyziosXyziosGuide
Open Xyzios

How to

Set your monthly sales goals

The leads, intros and memberships each location should bring in each month. The Sales Desk paces every week against them.

Who can
The owner, or a Director granted Manage the studio

Steps

  1. Open Settings in the rail, then Goals on the left.
  2. Under Sales goals, find the row for a location, such as Monthly goals · Downtown.
  3. Type the month’s number in each box: leads, intros (bookings, if your funnel starts with a booking) and memberships. A blended funnel adds first class.
  4. If you like, fill the two conversion targets under the rows: Target · lead → intro % and Target · intro → member %.
  5. Press Save goals.

What you see

Goals saved ✓, and the Sales Desk’s week and month pace against the new goals straight away. Each row shows its weekly figure beside it, the monthly goal divided by 4.33, and a Company (sum of locations) line adds the locations up.

Good to know

  • A box left blank uses a goal Xyzios works out for you: that location’s last eight full weeks plus 10%, shown faded in the box.
  • Only whole numbers are accepted.
  • Reset all to defaults clears every goal after a confirmation, and it cannot be undone.
  • Planned and presale locations are not listed here.
  • Pace against the plan shows how a goal turns into “on pace” or “behind”.