Setting Targets

Owned by Bill Eastgate (Unlicensed)
Last updated: Jan 05, 2021 by Bill Eastgate (Unlicensed)

This report is created so the system automatically updates the targets as the business grows. This is based on the number of active clients per year.

Follow this link to be shown how to create a Target Report.

Once the report has been created, go to Settings > Setup Wizard

Down the bottom of the screen will be a "Set Targets" button. 

Click "Set Targets". Displayed will be all the Targets that have been successfully set.