Skip to main content

Goals and Metrics

You can set up and track goals for your business by using our Goals and Metrics feature. To set up your goals, you can go to My Settings > Settings > Goals and Metrics.

Here you can select the "New Goal" button and set up your goal(s). You can track things like:

  • Sessions: number of sessions you book

  • Clients: number of new clients added

  • Leads: number of new leads added

  • Billable dollars: amount you have billed to your clients (does not include booking invoices or drafts)

Then select how often you would like to track this goal: daily, weekly, monthly, annually.

Once your goal is created, you can visually keep track of the goal from your Dashboard under Just the Numbers - which will show you a line graph of your goals you have set.

Did this answer your question?