Set a monthly sales goal

Set a sales target for the month, and an optional close rate goal, so Nuha shows how much you need each day and plans how to get there.

3 minPlans: Basic and higherOwners and admins can change goals

1
Open Goals
Go to Settings and tap the Goals tab. You can also tap Set goal on the Dashboard goal card.
Settings · Goals
Set your goals
Sales goal (RM)
Close rate goal (%) · optional
Save goals
Sketch of the Settings · Goals screen
Open this in Nuha Chat
2
Enter your sales goal
Type the paid sales you want this month in Sales goal (RM), for example 30000. Use whole ringgit, no dots or commas.
3
Add a close rate goal (optional)
In Close rate goal (%) · optional, type the share of deals you want to win, for example 30. Close rate is Won ÷ (Won + Lost) in Pipeline this month.
4
Save
Tap Save goals. The goal card shows how much you made, Still needed, Per day and Days left.
5
Follow Nuha's plan
If you are behind, Nuha’s plan to close the gap lists jobs like hot leads and unpaid orders, with how much each may bring. Tap a job to start on it.

Tips

The goal is for the current month in Malaysia time. Set a new one at the start of each month.
The Dashboard briefing tells you how much you need each day to hit your goal.
The plan's estimates use your last 90 days: your close rate and average order.

The boxes are greyed out

Only the owner or an admin can change the goals.

Goals shows a 🔒

Goals are not in the Lite plan. Tap Upgrade plan.