When you have access to the Revenue Goals tools in Anow, you'll see a new tab appear along the menu of your screen called Goals:
This is a preview of the Goals page. By default you'll see the data for the current month, but you can adjust that to Last Month or 2 Months Ago. You'll see visual representations of how close you are to your goals for Revenue, # of Completed Orders and # of New Orders Created, along with the percentage complete for each goal.
Anytime you've met a goal, you'll see a blue badge that says 🎉 Goal Hit!
To manage your company Goals, click the wheel icon on the right of the page near the date filters.
This will reveal a window where you can add the following Company Goals:
Revenue (Total Report Fees)
Number of Completed Orders
Number of New Orders Created
If you have any questions about Goals or just want to learn more about Anow, feel free to reach out to our friendly support team!