Goal Management

This guide explains how to create, configure, edit, and delete goals in Distritour. The Goals module lets you assign performance targets (quantity, revenue, products, etc.) to your carriers over a defined period.

---

Table of Contents

1. Accessing the Goals Module
2. Goal Types
3. Creating a Goal
4. Goal Form Fields
5. Editing a Goal
6. Deleting a Goal
7. Tracking Progress
8. Exporting the Goals List
9. Bulk Actions

---

1. Accessing the Goals Module

In the left sidebar, click on Objectifs to open the goals list.

The table displays the following columns:

Column	Description
Carrier	The carrier assigned to this goal
Type	The goal measurement type
Percentage	Current progress rate (%)
Name	Goal name
Fixed Target	The target value to reach
Start Date	Start of the goal period
End Date	End of the goal period
Actions	Edit ✏️ and Delete 🗑️ buttons

Filters: Use the filter bar to filter by carrier and by goal type.

---

2. Goal Types

A goal can be measured by 5 metrics, of which 4 are available across 3 operation types:

Base Metrics

Metric	Description
By Quantity	Targets a number of units to sell/deliver
By C.A.	Targets a revenue amount to reach
By Product	Targets a number of units of a specific product
By Product Family	Targets a number of units from a product category
Number of New Clients	Targets a number of new clients to acquire. Not linked to an operation type.

Operation Types

Each metric (except Number of New Clients) can be combined with one of these 3 operation types:

Type	Description
Delivery	Progress is tracked based on deliveries made
Order	Progress is tracked based on orders placed
Delivered Order	Progress is tracked based on orders actually delivered

---

3. Creating a Goal

1. Click the + Add button at the top of the Goals list.
2. Select the Type (base metric).
3. Select the Operation Type (Delivery, Order, or Delivered Order).
4. Fill in all required fields.
5. Click Save to create the goal.

Important: The goal type cannot be changed after creation.

---

4. Goal Form Fields

Field	Required	Description
Type	Yes	Base metric (By Quantity, By C.A., By Product, By Family, New Clients). Cannot be changed after creation.
Operation Type	Yes (except New Clients)	Delivery, Order, or Delivered Order. Determines which operations count toward progress.
Carrier	Yes	The carrier this goal is assigned to. Select All for a global goal.
Fixed Quantity	Depends on type	Target number of units (types By Quantity, By Product, By Family, New Clients).
Fixed C.A.	Depends on type	Target revenue amount (By C.A. types).
Product	Depends on type	The specific product targeted (By Product type only).
Product Category	Depends on type	The product category targeted (By Product Family type).
Start Date	Yes	Date from which progress starts being counted.
End Date	Yes	Date on which the goal period ends.

---

5. Editing a Goal

1. In the Goals list, click the pencil icon ✏️ on the goal row.
2. Update the desired fields — the type cannot be changed.
3. Click Save to apply changes.

---

6. Deleting a Goal

⚠️ Warning: Deleting a goal is permanent.

1. In the Goals list, click the red trash icon 🗑️ on the goal row.
2. Confirm the deletion in the dialog that appears.

---

7. Tracking Progress

Goal progress is visible from:

• The Goals list — the Percentage column shows the current progress rate.
• A carrier's detail page — the Goals section shows a visual progress bar for each active goal, displaying the achieved value vs. the target value.
• Carrier mobile app — the carrier can view their active goals and progress directly from their mobile application.

Progress is updated in real time with each recorded operation matching the goal type.

---

8. Exporting the Goals List

1. In the Goals list, click the Export button in the toolbar.
2. The system generates a CSV/Excel file containing the currently displayed goals (based on active filters).

---

9. Bulk Actions

The goals list supports bulk actions — select multiple goals using the checkboxes, then click the Actions button that appears to perform an operation on all selected goals at once.

Available Bulk Actions

Action	Description
Edit Dates	Modify the start and/or end date for all selected goals
Delete Selected	Permanently delete all selected goals (subject to permissions)

How to Use Bulk Actions

1. Select goals: Check the box next to each goal you want to include. You can also use the checkbox in the table header to select/deselect all.
2. Open the Actions menu: An Actions button appears above the table once at least one goal is selected.
3. Choose an action: Click the button and select the desired action from the dropdown menu.
4. Confirm: Depending on the action, a dialog will appear for you to configure and confirm the operation.

Edit Dates (Details)

When editing the dates of multiple goals, a dialog opens with two fields:

1. Start date — new start date for the selected goals
2. End date — new end date for the selected goals