How It's Tracked
Setting Your Annual Goal
Your annual revenue goal is the anchor for everything in the Revenue Tracking feature. You set it during onboarding and can update it at the start of each year or if circumstances change significantly. The goal should be ambitious but grounded: a number that represents meaningful growth for your business and that you genuinely intend to work toward, not a conservative figure or an aspirational fantasy. The platform uses your annual goal to calculate a monthly trajectory: how much revenue you'd need to log each month to be on track for your annual target. This trajectory is what your position is measured against throughout the year.
Monthly Revenue Entries
Each month, you log the revenue you generated during that period. The platform adds this to your year-to-date total and recalculates your position relative to your annual goal and your expected trajectory. If you've logged more than your trajectory requires, you're ahead of pace. If you've logged less, you're behind. Monthly entries should be logged promptly rather than retrospectively. Entering several months of revenue at once reduces the tracking value because the month-by-month pattern, which is often as informative as the totals, becomes invisible.
Year-to-Date View
The year-to-date view shows your cumulative revenue against your expected trajectory and your annual goal. This view answers the question "Given how much of the year has passed, are we on track?" rather than just "How much have we made so far?" A business that has generated 40% of its annual goal by month six is in a fundamentally different position from one that has generated 40% by month nine, even though the total is identical. The year-to-date view makes this distinction visible.