Set goals from your history
Updated
Build a year of goals from what your office sold before.
2 minutes · Owner
1
Open Settings and choose the Goals tab.
2
Set the year with the arrows, then press Set from history on the Annual Goals card.
3
Under Start from, choose what the suggestions are built on.
4
Under Grow by, choose Same, a percentage, or type one beside Other.
5
Type over any suggestion, or untick a line to keep its goal as it is.
6
Press the button at the bottom right. It reads Set 2027 goals, or Replace 2027 goals when the year has goals.
Start from offers only what your history supports:
- Last full year.
- 3-year average, once you have two full years.
- All full years average, once you have more than three.
- This year's full-year estimate: sales so far, stretched to a whole year. It is hidden in January.
Only the goals that change are saved, and a changed goal's months start split evenly.
Tip. A person's own card on Individual Goals has Set from history too, built from their sales.