How to Set a Revenue Goal Target?
By Sharad Mehta
11th Mar, 2023
March 11, 2023 By Sharad Mehta Comments are Off
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:
- Log in to your REsimpli account.
- Go to the KPIs page.
- Click on the “Deals Tracker” section.
- Click on the three dots located on the right-hand side of the section.
- 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”.
- Click on the “Submit” button to save your changes.
- Update your “Revenue” goal by clicking on the “Revenue” section.
- 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”.
- Click on the “Submit” button to save your changes.
- Update your “Profit” goal by clicking on the “Profit” section.
- 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”.
- Click on the “Submit” button to save your changes.
- Wait for the page to refresh or click the “Refresh” button.
- Check that all of your custom goals are now updated on the KPIs page.