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# Create a goal (Target) and track your performance

Set numeric goals on your key KPIs (ARR, MRR, etc.) and compare your actual performance to these targets to steer your business with precision.

Setting goals and tracking their achievement is a key habit for steering a recurring-revenue business. In Fincome, all the management of your goals (creation, modification, deletion, tracking) is done from the **Compare > Target** button above each chart.
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# Step 1 — Open the goals interface

1. Open the chart on which you want to create or track a goal.
2. Click **Compare** above the chart.
3. Select **Target**.

Fincome then displays the list of existing goals for this metric. You can:

* **Select an existing goal** to display it as a comparison.
* **Edit an existing goal** by clicking on it to adjust its values.
* **Create a new goal** via the **Add a goal** button.

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# Step 2 — Fill in the goal's information

The **My goals** window opens. Fill in:

* **Goal name** — "New goal" by default; customize it so you can find it easily (e.g.: *Budget 2026*, *Ambitious MRR goal*).
* **Goal color** — the display color of the goal line on your chart. Handy if you track several goals in parallel, to tell them apart visually.

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# Step 3 — Choose the goal type

Two types are available:

**Single value**
An identical target value every month.
*Example: a target MRR of €1M — the value remains constant over the whole period.*

**Dynamic goal** *(recommended)*
Variable target values, entered month by month, to reflect a realistic growth trajectory.

A monthly table is displayed. For each month:

* Click in the cell of the desired month to enter the goal's value.
* Use the **[Tab]** key to move quickly to the next month's value.
* Navigate between periods with the **left/right arrows** above the table to enter goals over several years.

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# Step 4 — Save

Click **Save** at the bottom right to validate your goal. It then becomes available in the **Target** list of the *Compare* button.

To delete a goal, open it from **Compare > Target**, then click **Delete the goal** at the top of the panel.

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# Step 5 — Track your goal

Once the goal is selected as a comparison, Fincome displays:

* The **goal line** overlaid on your actual curve (in the color you chose).
* The **achievement percentage** period by period.
* A **color code** at a glance: green if the target is reached or exceeded, orange/red otherwise.

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# FAQ

**Can I create several goals on the same metric?**
Yes — useful for example to track an "ambitious" goal and a "floor" goal in parallel. Each will appear in the list of the **Target** tab when selecting.

**Can I edit or delete a goal after creation?**
Yes. Go back to **Compare > Target**, click on the goal in question to adjust its values, or click **Delete the goal** at the top of the panel to remove it permanently.

**Why choose a dynamic goal rather than a single value?**
The dynamic goal (recommended by Fincome) reflects a realistic growth trajectory month by month, whereas the single value applies the same figure to every month. To steer an MRR or ARR that evolves over time, the dynamic goal is almost always more relevant.

**What is the difference between a Target and a Forecast?**
A **Target** is a simple goal (single or dynamic value) that you enter manually on a given metric. A **Forecast** is a more complete forecasting model, based on assumptions for growth, churn, expansion, etc., which produces projections across all your KPIs.