Revenue goals help your team understand whether invoiced work is pacing toward the target for the year. Use them to set a clear annual number, compare progress over time, and keep sales, operations, and billing aligned.
Open Reports and Dashboard to review revenue performance.
Overview
Revenue goals are calendar-year targets. They help owners and admins answer:
- Are we on track this year?
- How much sent invoice revenue have we created?
- How does this year compare to last year?
- What monthly or weekly pace do we need to hit the goal?
- Which invoices, jobs, or quotes need attention?
Company admins can set, edit, and remove goals. Team members with report access can review progress.
Set a revenue goal
Revenue goals are set for a calendar year from January 1 through December 31. Each goal should be greater than zero and tied to the year you want to track.
To set a goal:
- Open Reports.
- Open the revenue or business performance area.
- Select Set Goal or Manage Goal.
- Enter the target revenue amount for the current calendar year.
- Add a goal for next year when planning ahead.
- Save the goal.
Use last year’s revenue, current invoice volume, signed work, and quote pipeline to choose the target.
What counts as revenue
Revenue is calculated from sent invoices after discounts and before tax.
This means:
- Sent invoices are included whether paid or unpaid.
- Draft invoices are not included until sent or marked sent.
- Discounts are subtracted.
- Taxes are excluded.
- Deposits are reflected through the invoice/payment workflow but do not replace sent invoice revenue.
Use Invoice Receivables Report to review the difference between revenue created and money collected.
Edit or remove a revenue goal
To update an existing goal:
- Open Reports.
- Open the revenue or business performance area.
- Select Manage Goal.
- Update the goal amount and save.
- Remove the goal when it should no longer appear in reporting.
Edit goals when your team adds crews, changes pricing, expands services, or adjusts the year’s target.
Track your revenue goal progress
Once a goal is set, track progress from the revenue section of reports or the dashboard.
You should review:
- Progress toward goal as a percentage.
- Annual target amount.
- Current sent invoice revenue.
- Weekly pace toward goal.
- Monthly pace toward goal.
- Previous year’s revenue for comparison.
- Outstanding receivables that can affect cash flow.
Use pacing lines to understand whether the business is ahead of, behind, or close to the target.
Frequently asked questions
Can I set monthly or weekly revenue goals?
Use an annual goal as the main target, then review the weekly and monthly pacing targets calculated from that annual number.
Can I set goals for past years?
Set goals for the current year and future planning. Use historical reports to compare past performance.
Can I set more than one revenue goal per year?
Use one main revenue goal per year so reporting stays clear. Track supporting goals through reports, dashboards, and business reviews.
How do I know if I am on track?
Compare current progress with the monthly and weekly pacing lines. Then review invoices, quote conversion, jobs performance, and receivables to identify what needs action.
Where else should I review revenue?
Use:
- Invoice Receivables Report
- Jobs Performance Report
- Quotes Conversion Report
- Products and Services Report