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Step 4 of 7

Set your goals for the week, month and year

Goals for what you keep, cleanings booked and new clients, every week, every month or for the year, with your progress on Home. Grow and Pro.

ReportsBusiness numbers Open Business numbers

Goals keep the big picture in front of you. Set a goal for this week, this month or the year, and your progress shows on Business numbers and on Home every time you look.

  1. 1

    Open Business numbers

    In the menu, tap Reports, then Business numbers.

  2. 2

    Set your goals

    Under Your goals, tap Set your goals. Type goals for Every week, Every month or the year: what you kept, cleanings booked, new clients, and for the year money from cleanings and cleanings done too. Then tap Save my goals.

  3. 3

    See how close you are

    Each goal shows what you have done so far and a bar. The year's money goals also show On pace for: where you will land if the rest of the year goes like it has so far.

  4. 4

    Watch them on Home

    Your goals show on Home too, with a bar for each one.

  5. 5

    Change them anytime

    Tap Change your goals, type new numbers, and tap Save my goals. Leave a box empty for no goal.

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