Set Your Goals

Here you can establish monthly key performance indicators for your business operations. You will define important metrics like job bookings, revenue, sales, and account targets. By setting these goals, you create measurable objectives that can guide your team’s performance and track progress throughout the month. This section allows you to input values for job bookings, revenue, and new accounts, as well as sales goals for both the company as a whole and individual team members. Clear targets provide a roadmap for achieving success and ensuring that everyone is aligned with your business’s vision. These metrics will later on contribute to the Suprata Dashboard.

Prerequisites: Account owners and those with administrator access.

Instructions

1.   After registering your device and logging in to Suprata, you will enter the home page and see a welcome banner.
   
   
   
   
   
   
   
   
2.    In Step 1. Setup Company you will see the hyperlink: Set Your Goals. Click here to enter the page. 
   
   
   
   
   
   
3.    Fill in your targets.
   
   
   
   
   
4.   After filling the fields and ensuring all details are accurate, click Save Changes.
   
   
   
   
5.   The page should refresh and a green banner will appear with confirmation “Settings Saved”.
   
   
   
   
   
   
   

6. To continue Company Setup, please click the link Continue Setup at the top of the page.