Goals, reports and revenue
Yearly goals, revenue tracking and the reports that tell you how the studio is doing.
4 articles
- GoalsSet a revenue target, a wedding count and a delivery turnaround for a planning window, see whether you are ahead or behind, split each payment into envelopes, and read the Goals tile and widget on the dashboard.
- MomentumHow the Momentum score on the dashboard is built from revenue, leads, posting and pipeline, what the detail panel shows, and what Instagram does and does not feed into it.
- Revenue tile and Money widgetWhat the dashboard's Revenue tile (YTD and Upcoming) and Money widget (Landing, Outstanding, Overdue and the monthly chart) count, and where to go for the full picture.
- The Notifications pageOpen the full list of notifications, read what each row shows, mark one or all as read, and find where the settings live.