The revenue plan is the whole year, and a goal is one month in it. Pace turns this month’s goal into a number for today: if the month were a straight line from nothing to its goal, where should you be by now, and what does each remaining day need?
Example: a $60,000 month, on day 22 of 30
- Banked so far
- $41,000 the filled bar
- A straight line says, by today
- $44,000 the tick
- To hit plan
- $2,375 a day ($60,000 − $41,000) ÷ 8 days left
The Sales Desk paces the same way by the week: a weekly goal is the monthly goal ÷ 4.33, and each metric says where you should be by Saturday.
Where the goals come from
- The revenue plan is set on Targets: pick a rule (such as seasonal run-rate or same month last year), a growth percentage, and let it fill the empty months. Any month can be typed by hand, and a hand-typed goal is never overwritten. See Set the revenue plan.
- The sales goals (leads, intros, memberships) are set per location in Settings → Goals. A blank goal falls back to that location’s last eight full weeks plus 10%. See Set your monthly sales goals.
Reading it well
- Early in the month the line is short, so a slow first weekend reads as behind. Watch the direction across a week rather than one morning.
- “No plan for this month” and “no goal set” are not zeros. They mean the pace has nothing to measure against yet.
- The company’s goal is always the sum of its locations’ goals; it cannot be typed. Actual takings are another matter: some sales carry no location, so the sites’ figures need not add up to the company’s (see Locations).
Where you meet it
The Overview’s To hit plan card, the Sales Desk’s week and month against goals, Targets and KPIs.