The Sales Goal tab brings together all the data from previous tabs and converts it into a clear financial target and execution plan. This page is mostly calculated by the system, but it includes a few key fields that can be adjusted to shape your final results.
Net Profit & Sales Goal
At the top of the page, you’ll find the Net Profit & Sales Goal section.
This section includes:
A visual bar showing the relationship between Sales Goal and Net Profit
A summary table with:
Breakeven
Net Profit % (editable)
Net Profit Amount
Sales Goal
You can adjust:
Net Profit %
Profit distribution percentages across:
Field Labor
Materials
Subcontractors
Billable Equipment
As you modify these fields:
The Net Profit Amount updates automatically
The Sales Goal recalculates in real time
The distribution of profit across cost types adjusts accordingly
Annual Reporting
This section provides a high-level financial summary for the entire year.
It displays:
Sales Goal
Total Direct Cost
Gross Profit
Overhead
Net Profit
All values here are automatically calculated based on:
Costs entered in previous tabs
Overhead recovery method
Profit settings defined above
No fields in this section are editable.
Monthly Reporting
This section visualizes how your annual numbers are distributed across the year.
It includes:
A stacked column chart showing:
Net Profit
Direct Costs
Breakeven
Sales Goal
Each month reflects a proportional share of your annual totals, helping you understand:
Monthly performance targets
Revenue distribution over time
This section is fully automated and not editable.
Roadmap to Sales Goal (Monthly Breakdown)
This table translates your financial goal into operational metrics.
For each month, it shows:
Sales Goal (editable)
Average Job Price (editable)
# of Jobs to Sell (calculated)
Closing Ratio (editable)
# of Estimates to Send (calculated)
% of Leads Scheduled (editable)
# of Leads Needed (calculated)
You can adjust:
Sales Goal per month
Average Job Price
Closing Ratio
% of Leads Scheduled
The system then calculates:
Jobs required
Estimates needed
Leads required
This allows you to turn your revenue goal into a practical sales plan.
Roadmap to Sales Goal Charts
At the bottom of the page, visual charts summarize your plan:
A funnel-style chart showing:
Leads Needed
Estimates to Send
Jobs to Sell
Sales Goal
Net Profit
A Cost Breakdown chart showing how revenue is distributed across:
Field Labor
Materials
Subcontractors
Overhead
Profit
You can filter this view using the month selector, allowing you to focus on:
A specific month
Or the entire year