> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usecharlie.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# Sales targets
> Set per-location sales goals and track progress from admin and Shopify POS
Sales targets let you set per-location sales goals across three metrics and track progress in real time from both the Charlie admin and Shopify POS.
Sales targets are a measurement and motivation tool. They don't affect order routing or fulfillment constraints.
## What you can track
Three metrics, configurable per location and period:
| Metric | Description | Value type |
| ------------------------------- | ---------------------------------- | ---------- |
| **Gross sales** | Total sales revenue for the period | Money |
| **Average order value (AOV)** | Average revenue per order | Money |
| **Units per transaction (UPT)** | Average items per order | Decimal |
### Period types
| Period | Length |
| --------- | ------------------------------------ |
| **Day** | 1 day |
| **Week** | 7 days |
| **Month** | 1 calendar month from the start date |
| **Year** | 1 calendar year from the start date |
The period end date is computed automatically from the start date and the period type.
### Target status
Charlie computes the status of each target based on its current value, target value, and period dates:
| Status | When |
| ---------------- | -------------------------------------- |
| **Upcoming** | Period hasn't started yet |
| **In progress** | Period is active and hasn't ended |
| **Achieved** | Period ended and the target was met |
| **Not achieved** | Period ended and the target wasn't met |
## Setting up targets
### Single target
Go to **Charlie → Settings → Sales targets**.
Click **Add target** and fill in the form:
| Field | Description |
| ---------------- | ---------------------------------------------------------- |
| **Location** | The location this target applies to |
| **Metric** | Gross sales, AOV, or UPT |
| **Period type** | Day, Week, Month, or Year |
| **Period start** | The date the period begins (YYYY-MM-DD) |
| **Target value** | The goal value in your store currency (or decimal for UPT) |
Save the target. It appears immediately in the targets table with its computed status.
### Bulk import via CSV
For setting many targets at once across locations and periods.
On the Sales targets page, click **Download template**. The template pre-fills a row for each of your locations so you can fill in the metric and target value without looking up IDs.
Edit the template in your spreadsheet of choice.
| Column | Required | Description |
| --------------- | -------- | ----------------------------------------------------------- |
| `location_id` | Yes | Shopify location GID (`gid://shopify/Location/...`) |
| `location_name` | No | For your reference, ignored on import |
| `metric` | Yes | `GROSS_SALES`, `AOV`, or `UPT` |
| `period_type` | Yes | `DAY`, `WEEK`, `MONTH`, or `YEAR` |
| `period_start` | Yes | ISO date `YYYY-MM-DD` |
| `period_end` | No | Computed automatically if omitted |
| `target_value` | Yes | Positive number in major units (e.g. `80000.50`) |
| `currency` | No | 3-letter ISO currency code, defaults to your store currency |
Click **Import targets** and upload your CSV. The wizard walks you through three steps:
1. **Upload** — pick the CSV file
2. **Validate** — row-by-row error report. Fix any errors in your spreadsheet and re-upload before proceeding
3. **Confirm** — review the parsed targets, then apply
### Export current targets
Click **Export** on the Sales targets page to download all current targets as CSV. Useful for backup, review, or making bulk edits before re-importing.
## Tracking from Shopify POS
The POS Sales targets tile lets your retail team see how they are tracking against the day's goals without leaving POS.
### The tile
The tile appears on the POS smart grid for the active location and shows a quick on-track summary (e.g. "2 / 3 on track"). Tap the tile to open the modal.
### The modal
The modal shows one card per metric (Gross sales, AOV, UPT):
* **Current value** for the active period at the current POS location
* **Target value** as configured in admin
* **Progress percentage** of current vs target
* **Status badge** (Upcoming, In progress, Achieved, or Not achieved)
* **Period dates** the target applies to
If no target is set for the current period for a given metric, the card shows a "No target set" empty state with a link back to the admin.
### Include pending payments
By default, the POS tile and modal **exclude orders that are still pending payment** — a pending sale only counts toward your actuals once it's paid. To include them, turn on **Include pending payments** in the modal.
* The toggle sits just below the period selector in the modal
* It affects all three metrics (Gross sales, AOV, and UPT), since adding orders shifts the averages too
* Each till remembers its own setting, the same way it remembers the selected period
* The tile's on-track summary updates to match within a few seconds
### Offline behavior
The POS extension caches the last known values per device so the tile and modal still work without a connection. The cache refreshes every time the modal opens online.
The POS tile queries up to 5,000 orders per period for performance. If a period exceeds this volume, totals are approximate and a console warning is logged.
### Languages
The POS tile and modal are translated into English and French out of the box. POS picks the language based on the device's POS language setting.
## How values are computed
Sales targets track your **local pickup and retail (POS) orders** at the location — other order types aren't counted. Charlie computes progress separately on each surface, from the data each one has available:
* **In the admin dashboard**, actuals come from Charlie's fulfillment analytics, aggregated per location over the target's period and windowed on when each order was fulfilled. This data has no payment-status dimension, so pending-payment orders always count here.
* **On the POS tile**, actuals are computed live from the Shopify Orders API for the current POS location, windowed on each order's creation time, and exclude pending-payment orders by default.
Both surfaces measure the same three metrics:
* **Gross sales** — total order revenue across the period
* **AOV** — gross sales / order count
* **UPT** — total item quantity / order count
`progressPct` = currentValue / targetValue × 100. Status is recomputed from the current date and the period dates on every load.
Money values (Gross sales, AOV) are stored in cents internally and displayed in your store currency. UPT is stored as a raw decimal (e.g. `2.5` units per transaction).
**Admin and POS totals can differ, and that's expected** — the two surfaces use different data sources, windowing, and payment-status handling, as described above. Turn on **Include pending payments** on POS to bring its numbers in line with the admin dashboard.
## Best practices
Pick the most actionable metric per location (often gross sales for stores) before layering AOV and UPT.
Download the CSV template before bulk import — it's pre-filled with your location IDs so you don't have to look them up.
Export current targets before making sweeping edits so you can roll back via re-import if needed.
Encourage retail staff to open the POS modal at key shift times — totals refresh on every open.
## Troubleshooting
The POS extension caches the last known values per device. If you just edited a target in admin, open the modal once to trigger a refresh. The next render of the tile will reflect the new values.
Check:
1. Is there a target for the current period (today's date falls within `periodStart` and `periodEnd`) at the active POS location?
2. Did the metafield sync run after creating the target? Edits flow to the shop metafield `$app:sales_targets.data` automatically.
3. Is the POS device online to fetch the latest metafield?
Common causes:
* `location_id` is not the full Shopify GID (`gid://shopify/Location/123`)
* `metric` is lowercase or contains typos (must be `GROSS_SALES`, `AOV`, or `UPT`)
* `period_start` is not in `YYYY-MM-DD` format
* `target_value` includes a currency symbol — use plain numbers like `80000.50`
## Related
Daily order limits per location
Historical sales and fulfillment metrics