Monthly goals

Office web page → Settings → Monthly Goals (or Reports → Goals). In the app: Settings → Monthly Goals.

Setting goals (owners and admins)

1. Pick the month at the top.
2. Add a Goal and pick:

• what: revenue, jobs, job average, daily average, jobs booked, booking rate, cancellations, reschedules, reservices, Plan B callbacks, lost sales, or a custom number you name;
• for whom: the company, a department or a tech;
• at least or at most: use "at most" for caps, like cancellations or reservices.

1. Tick your working days (Monday–Saturday to start). They set the pace and the per-day number.
2. Save Goals.

Shortcuts:

• Copy Last Month brings last month's goals forward.
• Use Last Year +% takes last year's same month (what you actually did, when there's data) and adds the percent you type.

Custom goals

For numbers the app doesn't track, such as 5-star reviews or door hangers: name the goal, pick daily or weekly, and enter each day's or week's number. The month adds them up. In the app, owners tap Add Today's Number.

Reading the goals

Each goal shows:

• actual vs goal and % of goal;
• pace for today:
• totals are compared with how far through the month's working days you are (Ahead, On track or Behind);
• averages and rates are compared as they are;
• for an "at most" goal, going over the whole cap shows Missed;
• needed per remaining working day (revenue goals);
• month-end estimate (company revenue): at least what's done plus what's still booked, using the current pace and how recent months finished against their booked-on-the-1st;
• history: ✓ or ✗ for each earlier month that had the same goal.

Who sees goals

• Techs see their own goals on the Jobs screen in the app and on My Day on the web.
• Goals are their own report, so you can share them under Report Sharing.
• All companies adds up the company goals that add up (revenue, jobs, cancellations, custom goals with the same name). Averages and rates aren't added.

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