Set a monthly target and read the forecast
Understand workspace targets, site targets and estimated month-end pace.
Last reviewed
- Who can use this
- Owner, Admin, Finance, Viewer within their assigned sites
On this page
Monthly targets are goals, not predictions or a guarantee of earnings. The dashboard uses its existing stored-revenue calculations to show progress and estimated pace.
Set the goal
- Open Dashboard in the intended workspace.
- Select All sites for the workspace goal, or select the individual website.
- Open the monthly-target control, enter the amount and save.
- Check the month and currency on the resulting target.
Only owners and admins with the required target/site permissions can edit. Finance and Viewer access do not gain editing rights by viewing the goal.
Interpret the card
The card can show current revenue, achievement, required revenue per remaining day, current average and projected month-end earnings. Reporting delays and a partial current day can affect these values.
A site may inherit a workspace target until an explicit site target or mute changes that behavior. Do not automatically add several inherited site targets together as separate goals. Completed historical months are evaluated as passed or missed rather than as an active remaining target.
If no goal appears, check the selected site, month, inherited settings and permissions. A missing target is different from zero earnings. Forecasts are estimates based on the available records; use the underlying source coverage when judging whether you are on track.
If these steps do not resolve your question, contact Brightstone support. Never include passwords, tokens or recovery codes.
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