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Goals and Metrics
Updated over 2 years ago

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.

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