When Northwoods Outfitters kicked off their 2026 planning cycle, their operations lead Priya needed a single number the whole team could rally around: a revenue target for the year. Setting an annual goal in SPLX OS takes under two minutes — and the system computes attainment automatically as revenue entries are recorded throughout the year.
Before you start
- The Finance module must be enabled for your workspace. Go to Settings → Modules and confirm Finance is toggled on. Only admins and owners can enable modules.
- All Finance pages are gated by the module — if the module is off, navigating to
/finance/goalsshows an access-denied message rather than the goals list. - Creating revenue goals requires admin or owner role. Members and viewers can view goals but cannot create, edit, or delete them.
Step 1: Open the Revenue Goals page
Click Finance in the left sidebar. The Finance section redirects to the dashboard;
from there click Revenue Goals in the Finance sub-navigation, or navigate directly
to /finance/goals.
The page shows three tabs: Monthly, Quarterly, and Annual. All three are scoped to the current calendar year.
Step 2: Switch to the Annual tab
Click the Annual tab. If no annual goal exists yet for this year, you'll see an empty state with a New goal button.
Step 3: Create the goal
Click New goal (top-right, or in the empty state). A dialog opens with four fields:
| Field | What to enter |
|---|---|
| Frequency | Select Annual |
| Period | Enter the year: e.g. 2026 |
| Target amount | Enter your annual revenue target in dollars and cents |
| Notes (optional) | Any context — for example, "Based on Q4 2025 run rate plus 15% growth" |
For Northwoods Outfitters, Priya entered a target of $312,000 for 2026, reflecting their goal to grow from $271,000 the prior year.
Click Create goal. The dialog closes and the new goal appears in the Annual tab.
Step 4: Review what you created
The goal row shows:
- Period —
2026(or whichever year you entered) - Target — the amount you set
- Actual — computed automatically by summing all
recognizedrevenue entries that fall between January 1 and December 31 of that year. A Computed badge confirms the figure came from live data. - Attainment — a progress bar and percentage (
actual ÷ target × 100)
The actual figure updates in real time as new revenue entries are added or their status changes. No manual refresh is needed.
What comes next
- Add monthly goals to track progress month by month — see How to log monthly revenue figures.
- If you have historical revenue data where the computed actual is incorrect, an admin can override it from the goal detail page (click the period to open it, then use Override actual).
- The Monthly goal progress KPI tile on the Finance dashboard shows attainment for the current month — keep monthly goals set so that tile always reflects where you stand.