Add the Monthly checkbox to the Sales Goal layout

Properties that set monthly budgets can now measure their current page relative to budget using the enhanced Guestroom and Catering Pace report. To display inline budget values in the Pace report, an administrator must first create monthly property budgets using the Sales Goal page. The administrator must also select the Monthly checkbox on this page to tell the Pace report to display data in the report’s budget-related columns.

This feature pertains to property budgets only, not sales goals for individual Sales Managers.

To add the Monthly checkbox to the Sales Goal page

1. Go to Setup > Create > Objects > Sales Goal.
2. Navigate to the Page Layouts section and click Edit next to Property Budget Layout.
3. In the Property Budget Layout toolbar, click Fields.
4. Drag Monthly to the Information section of the page.
5. Click Save at the top of the Property Budget Layout page.