Setting Your Monthly Goals

Set your revenue target and let Marklo show you exactly how you're tracking in real time.

Setting your revenue goal takes about 2 minutes and makes everything in Marklo smarter. Marklo uses your goals to surface the most relevant insights, and your revenue forecast updates in real time so you always know if you're on track.

To set your goals:

  1. Click on the bullseye icon on the top of the calendar

  2. Click on Edit Goals and set your revenue goal for the month — as a flat target or a % growth over last year

  3. Optionally add a gross profit goal

  4. Click Save

What you'll see after saving:

  • % of goal completed so far this month

  • $ per day needed to hit your target

  • A live revenue forecast showing your current trajectory