Setting Up the Scheduler > Tracking Goals
You can display a yearly view of goal and production information set and met for the practice in the Progress Toward Goals window.
You can view the percentage amounts for:
Monthly goals.
Actual production amounts.
Yearly production amounts.
To view the yearly goal and production amounts for your practice from any window, click Production Goals in the Power bar. The Progress Toward Goals window is displayed.
The following are displayed for the previous five and next six months:
Daily goal achieved percentage
Dollars scheduled or posted for the day
Day’s production goal numbers
To view the Progress Toward Goals window from the Month At A Glance (GOAL) window, select Year from the Options section of the Express bar or the Options menu.