Advanced Goal Setup in AI Growth Advisor

AI Growth Advisor’s Advanced Goal Setup feature enables precise, location-level goal tracking across periods. Whether you manage one store or hundreds, this tool allows you to set and adjust monthly or annual performance targets per location, helping you stay agile and aligned with your strategic objectives.

Accessing Advanced Goal Setup

1. Log In
   Sign in to your AI Growth Advisor account.

2. Navigate to Scorecard
   From the sidebar, click on Scorecard, then select a specific view such as QuickBooks Online P&L Summary.

3. Enter Scorecard Editor
   Click the Edit button to modify your metric or add a new one.

4. Open Advanced Goal Setup
   Scroll down and click Advanced Goal Setup.

Features of Advanced Goal Setup

• Location-Based Goals
  Assign targets to specific locations individually.

• Monthly Flexibility
  Adjust goals by month to reflect seasonal trends or specific campaigns.

• Multi-Year Navigation
  Use the "Previous Year" and "Next Year" buttons to configure goals across multiple years.

• Data Export
  Export current settings to Excel for review or backup.

How to Set Up Advanced Goals

1. Set Default Goal Value
   Enter a baseline target that will auto-fill across all rows unless overwritten.

2. Filter by Location
   Use filters such as Location Name, State, and Years Open to narrow the goal list.

3. Enter Monthly Goals
   Manually input values for each month (Jan–Dec) based on business needs.

4. Review Past Data
   Use “Prior Period Actual Value” for context when setting new goals.

5. Save Goals
   Click Save Goals in the top-right to finalize your entries.

Tips for Effective Goal Setting

• Align your goals with overall KPIs tracked on your Scorecard.

• Use previous period data as a reference for realistic growth targets.

• Revisit goals quarterly to adjust based on market or performance shifts.

• Export goals regularly as a backup or to share with team leads.