Financial Goals

The Financial Goals feature allows users to set financial goals for their company and track progress towards those goals.

Use Case

With the Financial Goals feature, users can easily set financial goals, track progress towards those goals, and adjust goals as required.

Instructions

Setting Financial Goals

1. Navigate to the “Financial Goals” tab.
2. Click on the “Add Goal” button.
3. Enter the goal details such as goal name, target amount, and target date.
4. Click “Save” to set the financial goal.

Tracking Goal Progress

1. Navigate to the “Financial Goals” tab.
2. Review the progress towards each financial goal.
3. Identify areas where progress is lagging and take corrective action as required.

Adjusting Financial Goals

1. Navigate to the “Financial Goals” tab.
2. Select the financial goal you want to adjust.
3. Update the goal details such as target amount and target date.
4. Click “Save” to update the financial goal.