How do I add Targets?

Summary of how to set and edit monthly targets.

Setting and editing Organisation level targets

  • Navigate to Monthly Targets tab within Settings.
  • Select to enter Edit Mode from the menu bar.
  • Use the arrow toggles in the top right of the menu bar to select a particular year.
  • Enter a target for each month of the year, and then click Save to apply.
  • Exit Edit Mode.

Viewing targets

Targets will be used in the new Insights section due out the end of February 2019. Until then, targets can be viewed against the current forecast on the dashboard chart.