Overview
Goal Setting is where you enter your annual targets — revenue, marketing spend, leads, appointments, and the rest.
These numbers power your reporting dashboards, and REsimpli uses them to work out figures like your expected ROI and cost per lead automatically.
Before You Start
Goal Setting is normally configured by the account admin or main user, since the targets apply across the company's reporting.
Steps
Step 1: Open Goal Setting
Click Dashboards — the third icon on the left panel.
Click Goal Setting.
Step 2: Choose the year
You can set goals for the current year, and going back as far as two years ago.
Step 3: Enter your targets
Fill in your annual numbers. These are required:
Annual revenue
Marketing spend
Net income goal
Number of leads
Qualified leads
Appointments set
There are further targets beyond these to complete.
Step 4: Review the calculated figures
Once your required numbers are in, REsimpli works out the rest for you at the bottom of the page, including:
Expected ROI
Cost per lead
Qualified lead cost
You do not enter these — they come from the targets you have set.
Important Notes
Goal Setting feeds your dashboards. The Goal Tracker and company reporting measure against the numbers entered here, so they are only as useful as these targets.
Set these up before expecting anything from the Goal Tracker. With no targets entered, there is nothing to measure progress against.
The cost and ROI figures are calculated, not entered. They update as you change your targets.
You can set goals for previous years as well as the current one, which is useful when catching up on historical reporting.
This is usually an admin or main user task, since the targets are company-wide.
Troubleshooting
Your Goal Tracker shows no targets
Nothing has been entered in Goal Setting yet. Set your annual numbers there first.
Your calculated figures look wrong
Check the targets they are derived from — particularly annual revenue and marketing spend, which drive ROI and cost per lead.
You cannot complete the setup
Several fields are required, including annual revenue, marketing spend, net income goal, leads, qualified leads, and appointments set. All of them need a value.
You need to record goals for a previous year
You can set goals as far back as two years ago.
Summary
You set up your goals. You opened Dashboards and Goal Setting, chose the year, and entered your annual revenue, marketing spend, net income goal, and targets for leads, qualified leads, and appointments set. REsimpli then calculated your expected ROI, cost per lead, and qualified lead cost, and those targets now feed your reporting dashboards.