Financial Goals

Setting clear financial targets keeps your business moving forward. creavio's Financial Goals feature helps you define revenue milestones, savings targets, and expense budgets — then tracks your progress in real time.

Creating a Financial Goal

Go to Money > Goals
Click + New Goal
Choose a goal type: Revenue, Savings, or Budget
Set the target amount (e.g., $75,000 annual revenue)
Choose the time period: monthly, quarterly, or annual
Add a label like "2026 Revenue Target" or "New Lens Fund"
Click Save

Tracking Progress

Your goals dashboard shows a visual progress bar for each active goal. The bar fills as income is recorded (for revenue goals) or as you stay under budget (for expense goals). You'll see:

Current progress as a percentage and dollar amount
Pace indicator — are you ahead or behind where you should be?
Projected outcome based on your current pace
Time remaining in the goal period

Goal Types Explained

Revenue Goals track total income from invoices and payments received
Savings Goals track money set aside for a specific purpose (gear, education, emergency fund)
Budget Goals set a spending ceiling for a category like marketing or travel

Using Goals Effectively

Start with one annual revenue goal and one monthly budget goal. As you get comfortable, layer in savings goals for specific purchases. Review your goals weekly to stay aligned with your targets.

Financial goals turn vague ambitions into measurable progress — the difference between hoping for a good year and planning for one.