Use the Goals screen to create targets to acquire new customers and increase sales. There are a couple of methods of accessing goals: 

• Through the Goals Hub
• Through the Your Goals sections on the Sales and Customers Page

To access the Goals Hub screen, follow these steps:

1. From the app's main screen, tap/click the main menu.
2. On the menu, tap/click Goals. The goals screen appears.

To access the Goals from within each Dashboard screen:

1. From the app's main screen, tap/click the main menu.
2. Click/tap the Page you wish to view (Sales or Customers).
3. In the Page, scroll down to the Your Goals section at the bottom of the screen.

To access the Goals Hub:

1. On the main menu, click/tap Goals. The Goals Hub page appears.

From the Goals Hub, you can do the following tasks:

• Create new goals (Customers or Sales)
• View goal details (Customers or Sales)
• View your active goal
• View your previous goals

This area of the Goals Hub page displays the current active sales and customer goals that you have created, as well as your current progress. For a deeper dive into the goals, click/tap Goal details. Refer to the View goal details section further down this page for more information.

The goal date is displayed (e.g., "September 2023"), as well as the summary (e.g., "Increase my sales by 3%"). To the right of that is a progress bar which indicates how the business is performing against the goal. You can also see the number of days left to achieve the goal on the right side of the progress bar. For example, if you have a recurring goal of increasing sales by 3% for the month of July 2023 and you viewed it on July 28, you would see "3 days left, repeats monthly". 

This area of the Goals Hub page displays previous sales and customer goals that you created, as well as your achievement status. Like the Active goals section above, it displays the goal date (e.g., "April 2023") and the summary (e.g., "Increase my sales by 3%"). To the right of that is a progress bar which indicates how the business performed against the goal, and a status message (e.g., "You did it, goal achieved").

For a deeper dive into the goals and the business' performance, click/tap Goal details. Refer to the View goal details section further down this page for more information.

When you click the Goal details link on the Goals Hub, your screen displays the corresponding sales or customer goal details page. For more information about the data displayed on these pages, refer to the respective View customer goals and View sales goals.

1. From the application's main menu, click/tap Goals. The Goals Hub screen appears.
2. In the Goals Hub, click/tap the current customer goal.
3. Click/tap View Details. The goal details appear on the screen. 

Refer to the Explanation of the Interface section below to understand what you are viewing in the goal details screen.

It is important to understand how Moneris Insights defines "new customers". Moneris Insights defines new customers by unique credit/debit cards being used to transact payments on a Moneris device. This means that the first time a credit or debit card is tapped, swiped, or inserted (or accessed through a digital wallet such as ApplePay or GooglePay), Moneris classifies that as a new customer.

Note: This means that if a customer who may have patronized your business in the past has been issued a new credit or debit card by their bank or card issuer and they are now using it at your business, they are also considered "new".

In addition, your merchant category (type of business) will also impact who is considered a "new customer". For some merchant categories, the definition of a new customer is dependant upon the number of transactions processed on a credit/debit card within a 6 or 18 month period, e.g., Optometrists fall into the category of 18 months, while restaurants and hotels see more frequent foot traffic, putting them into the category of 6 months. This means if a new card is used to purchase an item at these establishments outside of the 6 or 18 month period, they will be considered as new.

At the top of the screen, you can see the goal statement (e.g., Get 3% more customers), the timeframe (e.g., "June 2023"), as well as a progress bar indicating how many new customers have made purchases. You can also see how many days are left in the goal period (e.g., "25 days left"). If your goal has a repetition schedule, e.g., you created a repeating goal, you will also see that indicated by the "repeats monthly" label.

The Goal history section in the middle of the page shows a graphical representation of the new customers who transacted over the previous six months. The dark blue dot indicates the goal, and the lighter blue teal dot indicates the actual number of new customers.

The Historical performance section shows the number of times you have completed the goal successfully, the number of times you completed the goal successfully in a row (e.g., back-to-back months), and the total new customer count.

From this page, you are able to delete/cancel your goals able to edit the goal by clicking/tapping the Manage goal button. You are also able to edit the goal by clicking/tapping the Edit goal button.

Note: In the mobile app, there is only a Manage goal button. You must click this button to edit or cancel a goal. The desktop version of the app has both the Edit goal and Manage goal button side-by-side. 

Use the Create a new goal screen to create a customer goal to increase your customer count month over month. To access the Goals screen, refer to the Access the Goals screen topic for instructions.

You can choose to create recurring customer goals that will repeat month over month, or you can choose to create unique goals for individual months. The customer goal is auto-calculated by using the previous month's customer volume values and adding on the percentage or numeric value that you entered to create the goal value. This is applicable to both recurring and one-time customer acquisition goals.

Note: Merchants who are new to Moneris will not have data on which the system can calculate the previous month's customer counts. New merchants will be asked to set a baseline revenue value so that the goal can be created.

Note: You are able to create a goal for a month up to 7 days prior to the end of the month. For example, if you want to create a goal for January, you have up until January 23 to create January goals. If you attempt to create a goal on January 24, that goal will be applicable to February.

Note: Goals are monthly only; they can not be set up weekly, quarterly, or yearly. 

1. Access the Goals screen.
2. Click/tap the Create a new goal button.
3. In the Goal details section, click/tap the Select goal type drop-down menu and choose Get more customers.
4. Click/tap the Continue button.
5. Select how you wish to quantify the increase:
   • If you wish to grow your customer base by a percentage, click/tap the Percentage option.
   • If you wish to grow your customer base by quantity, click/tap the Number of customers option.

6. Once you make your selection, a list of preset percentages or numbers appears. You can enter in a customer percentage or number based on your selection in the previous step.
7. Select whether or not you want to make this a recurring goal:
   • If you wish to make this a recurring goal to repeat month over month, place a checkmark in the Repeat this goal each month checkbox.
   • If you wish to make this a one-time goal, leave the box unchecked. Click/tap the Continue button.

8. In the Review screen, review the goals that you've set.
   • If you need to make corrections, click/tap the Back link.
   • If you are satisfied with the goal, click/tap the Create Goal button.
     When you see the "Goal created successfully" notification appear, the goal has been saved and is now active. 

1. From the application's main menu, click/tap Goals. The Goals Hub screen appears.
2. In the Goals Hub, click/tap the active sales goal.
3. Click/tap Goal details. The goal details appear on the screen.

It is important to understand how Moneris Insights defines "sales". Moneris Insights defines sales by credit/debit cards/mobile wallets being used to transact payments on a Moneris device.

Note: This means that if a customer pays with cash or a gift/loyalty card, their purchase is not captured by Moneris, so it will not be counted as a sale in Moneris Insights. 

Also be aware that sales figures are gross sales, meaning that taxes and tips are included in the values being displayed on the screen.