Setting Goals in PSXLink (Administrators Only)

KB Article #8490

Utilize goal setting in PSXLink to monitor your monthly and annual goals based on your dealership's business plan. Goals can be based on either sales or gross profit.

Once set, you can see your current status compared to your goals for the day and month displayed in two areas:

• Any page in PSX/PSXLink (summary) at the top right.
  
• Wholesale dashboard.
  

---

Choose your PSXLink access type below to get started:

• 1. Log in to PSX.
  2. Click Preferences, then select General.
     
  3. Click Monthly Sales Goals.
     
  4. Select a Goal Method.
     
     Options include:
     • Sales
     • Gross Profit
  5. Choose an option to continue:
     • 1. Enter a starting goal.
          
       2. Select an Increment Type.
          Options include: 
          1. Percent: To set a percentage increase for every month of the year. Note: Enter 0% if no increments.
          2. Dollars: To set a dollar amount to be added for each month of the year.
       3. Click Apply.
       4. Click Save Goals.
          
     • 1. Enter a dollar amount individually for each month.
          
       2. Click Save Goals.
  6. To update the numbers/status bars, refresh the page or log out and then log back in.
• 1. Go to PSXLink in the OEC Dealer portal.
  2. Click Preferences in the navigation menu, then select General.
     
  3. Click Monthly Sales Goals.
     
  4. Select a Goal Method.
     
     Options include:
     • Sales
     • Gross Profit
  5. Choose an option to continue:
     • 1. Enter a starting goal.
          
       2. Select an Increment Type.
          Options include: 
          1. Percent: To set a percentage increase for every month of the year. Note: Enter 0% if no increments.
          2. Dollars: To set a dollar amount to be added for each month of the year.
       3. Click Apply.
       4. Click Save Goals.
          
     • 1. Enter a dollar amount individually for each month.
          
       2. Click Save Goals.
  6. To update the numbers/status bars, refresh the page or log out and then log back in.