Set a dashboard goal

Choose revenue, bookings, or new clients and enter a monthly target. The goal card measures the period shown on your dashboard.

1 min read · Updated August 28, 2026

In short

Your goal tracks one measure at a time: revenue, bookings, or new clients.
Revenue is offered only when you are allowed to view finances.
Changing a goal does not change bookings, prices, or client records.

Path: Dashboard › Goal

Choose what to measure

Bookings or new clients	Revenue
Bookings counts appointments that are not cancelled. New clients counts people whose first visit falls in the measured period.	Revenue counts appointments marked completed. This choice is hidden when you cannot view finances.

Open Edit on the Goal card. If the card is missing, add the Goal widget while customizing your dashboard.
Choose the measure you want to track.
Enter a target greater than zero.
Save the goal.

I cannot choose revenue.	Use bookings or new clients. Revenue goals are available only to someone who can view finances.
The goal will not save.	Enter a target greater than zero, then save again.

Related articles

Rearrange your dashboard — Add or remove widgets, start from a preset, and arrange the board around the figures you check most. Nothing changes until you save.
Know who can see business figures — Owners can view business and finance figures. Managers can view business figures, while finance figures depend on their permission; team members cannot open Insights.
Read your dashboard — Choose a period, then read appointments, earned revenue, clients, and the items that need your attention.
Booked money and earned money — A booking can carry a price before the service is completed or the money is collected.