WEBVTT

00:00:00.300 --> 00:00:03.861
Open Analytics and choose the reporting period first.

00:00:03.861 --> 00:00:10.984
Options include the last seven or thirty days, this month, last month, and a custom range.

00:00:11.758 --> 00:00:17.153
Review Total Revenue, Total Loads, and Average Rate for the selected period.

00:00:17.153 --> 00:00:21.649
Use the weekly and monthly revenue trends to spot changes.

00:00:21.649 --> 00:00:25.245
Keep the same reporting period when comparing results.

00:00:26.008 --> 00:00:29.083
Open Goals and choose Set New Goal.

00:00:29.083 --> 00:00:31.719
Give the goal a clear title.

00:00:31.719 --> 00:00:38.747
Choose Revenue, Loads Count, or Miles Driven, and enter the target value in the matching unit.

00:00:39.508 --> 00:00:42.204
Choose the dispatcher under Assign To.

00:00:42.204 --> 00:00:50.291
Set the start and end dates, then review the title, metric, target, and person before choosing Create Goal.

00:00:51.050 --> 00:00:57.608
Goal cards show progress toward the target, the date range, and time remaining.

00:00:57.608 --> 00:00:59.625
Review Active Goals regularly.

00:00:59.625 --> 00:01:04.670
Achievements and Archived Goals help you return to previous targets.