Global Ventures

Overview

Dashboard

Revenue

Sales
Clients
Accounting

Marketing

Email
ContentSoon
AdsSoon

Operations

Action list
Team
CalendarSoon

System

Settings
Integrations

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Support

Settings

Goals, currency, and split rules

Settings

Goals and display preferences. Goals are targets the dashboard measures against — never money in the ledger.

Goals & targets

Display currencyMonthly revenue goal ($)Show rate goal (%)(Calls taken − no shows) ÷ calls takenClose rate goal (%)Deals ÷ shows