What Are Goals & Milestones?
Goals & Milestones allow you to set specific financial targets for future months — and automatically track whether they are achieved.
Instead of only monitoring performance, this feature helps you define what you’re working toward and clearly see whether you reached it.
You can currently set goals for:
Sales (Revenue)
Individual P&L expense line items
When a goal reaches its target month, RunSmart automatically evaluates whether it was achieved and records the outcome.
Goals help you stay focused, accountable, and aligned with your financial plan.
Who Can Use Goals & Milestones?
Goals & Milestones are available on Premium and Pro plans only.
To create goals:
You must have an active budget set and in place
You must be an Account Owner, Admin, or Team Member on the project
Reviewers can view goals but cannot create or edit them.
Where to Find Goals & Milestones
Go to:
Progress Tracker → Goals & Milestones
You’ll see a table listing all goals configured for the project.
Below the table, you’ll see:
The Sales Forecast chart
The Detailed P&L Trends chart
How to Create a Goal
Click Add Goal and complete the fields below.
All fields are required except for Goal Description.
1. Goal Name
Give your goal a clear name so you know exactly what it represents.
Limit: 25 characters
Examples:
"Revenue target"
"Marketing cutback"
"Sales milestone"
2. Goal Description (Optional)
Add context or notes about the goal.
Limit: 75 characters
Example:
"Personal goal for me this year."
3. Category
Choose what the goal applies to.
Options:
Sales
Expenses
If you select Sales, the goal applies to total revenue.
If you select Expenses, a second dropdown will appear allowing you to select a specific expense line item from your Profit & Loss statement.
Example:
Expenses (Marketing)
Expenses (Insurance)
4. Direction
Choose how the goal should move.
Options:
Increase
Decrease
Flat
Examples:
Increase Sales to $500,000
Decrease Marketing to $10,000
Keep Insurance Flat
5. Amount
Enter the dollar amount for the goal.
Examples:
500,000 (for $500,000 in revenue)
10,000 (for $10,000 in expenses)
6. Target Date
Select the month and year the goal applies to.
The dropdown is limited to the timeframe of your current plan.
Example:
Nov 2025
Oct 2025
7. Assign
Users listed under Assign:
Are responsible for the goal
Can manage or update it
You can assign multiple people.
Eligible users must be:
A project team member
An Admin
An Account Owner
8. Notify
Users listed under Notify:
Receive an email when the goal is achieved or missed
Are not responsible for managing the goal
This is useful when you want someone informed, but not accountable for managing the goal.
You can add multiple users here.
Eligible users must be:
A project team member
An Admin
An Account Owner
Only users associated with the project or account will appear in the selection list.
What Happens When a Goal Is Evaluated?
When the target month is reached:
RunSmart automatically evaluates whether the goal was achieved
The Goal Achieved Date column updates
Assigned and notified users receive an email notification
Goals are evaluated based on:
The amount entered
The direction selected
The target date
Actual performance data
If the goal is still pending, the status will show "TBD".
How Goals Appear in Charts
Goals are visually displayed in the charts below the table.
Sales Goals
If the category is Sales:
An annotation appears in the Sales Forecast chart
The annotation is colored green
It displays the goal name and amount
Example:
Sales Goal – $500,000
Expense Goals
If the category is an Expense line item:
An annotation appears in the Detailed P&L Trends chart
The annotation matches the color of that expense line item
This allows you to visually compare your goal against projected and actual performance.
Goal Achieved Date Column
This column will display:
Yes – and the date (if achieved)
No – and the date (if not achieved)
TBD – (if still pending)
The system determines achievement automatically.
Date Created Column
Displays:
When the goal was originally created
When it was last edited (if applicable)
Example:
Date Created: 04/05/2026, 03:15 PM
Last Edited: 04/17/2026, 10:15 AM
Email Notification Example
Hi {{User Name}},
Your Revenue target for Acme Inc was achieved on May 2025.
Here are the goal details:
Goal Name: Revenue targetTarget Date: Nov 2025
Goal Achieved Date: May 2025
Goal Description: Personal goal for me this year.
Direction: Increase
Amount: $20,000
Date Created:04/05/2024, 03:15 PM
Last Edited:04/17/2024, 10:15 AM
Created By: {{User Name}}
RunSmart will continue monitoring all goals & milestones linked to you and will notify you if others are achieved.
[View in RunSmart button]
You are receiving this email because you set up or are linked to a goal/milestone in Projection Genie RunSmart. To update or delete a goal, log in and navigate to Progress Tracker → Goals & Milestones.Important Notes
Goals require an active budget.
Goals are project-specific.
Reviewers cannot create or edit goals.
Goal Name is limited to 25 characters.
Goal Description is limited to 75 characters.
Target Date must fall within the plan timeframe.
Sales goals appear in the Sales Forecast chart.
Expense goals appear in the Detailed P&L Trends chart.
Goal achievement status is determined automatically.
Why Use Goals & Milestones?
Alerts tell you when something crosses a threshold.
Goals & Milestones define what you’re intentionally trying to achieve.
They allow you to:
Set clear revenue targets
Control expense levels
Track progress against strategic objectives
Create accountability across your team
Visually align targets with your forecast