Setting a yearly revenue goal creates a benchmark that you can track your success against throughout the year—and helps you stay on pace for your earnings target. Regularly reviewing your revenue helps you stay accountable and make informed decisions to drive your business’s success. You can set and track a yearly revenue goal directly in HoneyBook, which is covered below.
Set revenue goal
From the navigation menu, select Finance > Overview
In the "Yearly revenue goal" section, select + Set goal or SET NEW GOAL
You might receive a revenue goal recommendation. These AI-generated suggestions are based on similar businesses' performance. Feel free to use the recommendation or disregard it.
Enter your revenue goal, then select SET GOAL
From here, your new yearly revenue goal will be set. Return to the Finance Overview page at any time to see what percentage of your goal you’re at.
📣 Note
After a payment is received, it may take approximately one hour for the update to appear in your yearly revenue goal. If you don't see the update immediately, check back shortly.
Edit or delete revenue goal
From the navigation menu, select Finance > Overview
In the "Yearly revenue goal" section, select the three dot icon > Edit or Delete
If you select Edit, enter the new goal amount, then select SAVE GOAL
If you select Delete, read the warning message, then select YES, DELETE to confirm
Still have questions? Feel free to send us a message by clicking the Question Mark icon on any HoneyBook page. Our team is always happy to help!