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The Digital Agency Operating System
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Setup

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Sales Setup

SP3. Executive
Sales

Sales Goals

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Sales Goals Information

Year: Your sales-goal year
Goal: The total amount of sales/revenue you aim to achieve this year

Calculated columns
Potential: Calculate the sum of all the open deals in your opportunities table
Actual: Calculate the sum of all the invoices in your financial summary table
To Go: Calculate the difference between your Actual revenue and your Goal
Last Year: Last year's Actual revenue
YoY Growth: Year Over Year difference in Actual revenue

Year
Goal
Potential
Actual
To Go
Last Year
YoY Growth
1
2023
​
$284,000.00
$0.00
$0.00
[  ]
​
There are no rows in this table
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ok

That’s it!

You are now ready to manage your business!
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Sales

Manage your sales and opportunities in this section.
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Sales
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CRM

Manage your clients, their invoices, opportunities and basic information.
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Finance

Manager your financial information
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Finance
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HR

Manage your team' information
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HR
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