How to Set a Revenue Goal Target?

Click the 3 buttons in the sections that you see in the KPI page to set a goal target.

Step by step Guide:

1. Log in to your REsimpli account.
2. Go to the KPIs page.
3. Click on the “Deals Tracker” section.
4. Click on the three dots located on the right-hand side of the section.
5. Enter the number of deals you want to achieve in the designated field. For example, if your goal is to do 50 deals, enter “50”.
6. Click on the “Submit” button to save your changes.
7. Update your “Revenue” goal by clicking on the “Revenue” section.
8. Enter the revenue amount you want to achieve in the designated field. For example, if your goal is to reach 1.5 million dollars in revenue, enter “1,500,000”.
9. Click on the “Submit” button to save your changes.
10. Update your “Profit” goal by clicking on the “Profit” section.
11. Enter the profit amount you want to achieve in the designated field. For example, if your goal is to reach 750,000 dollars in profit, enter “750,000”.
12. Click on the “Submit” button to save your changes.
13. Wait for the page to refresh or click the “Refresh” button.
14. Check that all of your custom goals are now updated on the KPIs page.