Event Goal Types

Navigate to Home > Event Administration > Goals > Event Goal Types

Accessing and Creating Event Goal Types

The Event Goal Types screen displays a list of all existing goal types available for use.

To create a new goal type:

1. Navigate to the Event Goal Types screen.

2. Click the blue Add New button in the top-right corner to begin creating a new goal type.

Creating a New Event Goal Type

When the Add Event Goal screen appears, complete the following fields to create a new goal type:

1. Name

Enter a clear, descriptive name for the event goal type (e.g., Monthly Space Revenue or User Catering Goal).

2. Category

From the dropdown menu, select one of the following:

• Property Budget – Defines a goal type for the entire property or sales team.

• User – Defines a goal type for an individual user.

3. Revenue Type

From the dropdown menu, select the type of revenue this goal will track:

• Package – For package revenue.

• Room – For accommodation (sleeping room) revenue.

• Space – For meeting room (space) revenue.

4. Revenue Classification

From the dropdown menu, choose one of the following classifications:

• All - All revenue classifications

• Banquet - Events

• Catering - F&B Revenue

• In-House - Accommodations In-House

Once all fields are complete, click the blue Save button to create and save the new event goal type.

Confirmation

After saving, you will be returned to the Event Goal Types listing screen.
Your newly created goal type will now appear in the list and is available for selection when configuring goals.

Note: At this time, there is no option to delete or inactivate an Goal Types once it has been created. Please plan carefully when adding new event goal types.

However, you can edit an existing goal types if updates are needed.

Note: At this time, there is no option to delete or inactivate an Event Goal Type once it has been created. Please plan carefully when adding new goal types.

However, you can edit an existing event goal types if updates are needed.