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Targets are formula based and set to benchmark your business against industry standards. They are designed in Profit diagnostix globally to adjust as your business grows it’s active clients. This screen set sets targets at start up or after a change.You can adjust a target by either modifying the formula or simply adding a static figure. A static figure is not recommended for as your practice changes, the target will need constant manual adjustment.

Info

Navigation: Go to main menu β†’ Settings β†’ Setup Wizard β†’ Targets

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Info

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Instructions

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step 1

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step 2

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How to set targets

  1. When a new hub has been created for the first time the targets will need to be set. To set the targets click on the Set Targets button

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  3. Once complete click Ok

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    This example has a lot of 0 targets as there is no data in the hub.

  4. For more information on setting targets or target reports click the following links-
    Target Transaction Report

  5. step 4

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