Set and Track Monthly Goals with Ease
The Goals feature in GrowthOptix lets you define monthly revenue targets and track your performance in real time. Whether you're aligning teams, planning campaigns, or monitoring growth, goals help you focus on what matters most.
Your actual revenue is updated automatically based on synced Stripe and PayPal data, so you’ll always know if you're ahead, on track, or falling short.
Step-by-Step: How to Add a Goal
Go to Dashboard → Forecast & Goals
Scroll to the Goals table
Click the edit icon next to the month you want to update
Enter your revenue goal for that month
Click Save
That’s it. GrowthOptix will instantly calculate:
How much you're missing to hit the goal
Goal accomplishment percentage
Real-time performance chart next to forecast data
Required Permissions
To add or edit goals, your role must be:
Admin or
Analyst with goal editing enabled
If you don’t see the edit option, ask your account Admin to grant the necessary permissions.
Common Issues & How to Fix Them
Problem | Why It Happens | Solution |
Can't edit goals | You don’t have the right access level | Ask Admin to update your permissions |
Goal not saving | Missing value or incorrect input format | Make sure you enter a valid number (no $ symbols) |
Forecast not showing | Not enough data synced yet | Wait for Stripe/PayPal sync to complete |
Recap
Go to Dashboard → Forecast & Goals
Edit your revenue goals month by month
Track how close you are to hitting each goal
Combine with MRR Forecasts for smarter planning
Need help setting goals that match your growth targets? Reach out to [email protected], and we’ll be happy to assist.