Setup

icon picker
Sales Setup

Sales Goals

todo-list

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
ok

That’s it!

You are now ready to manage your business!

Sales

Manage your sales and opportunities in this section.

CRM

Manage your clients, their invoices, opportunities and basic information.
Broken link

Finance

Manager your financial information

HR

Manage your team' information



Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.