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Set a revenue target on the schedule
Give the resourced schedule a monthly revenue goal, watch it plotted as a line on the revenue graph, and save it into a reusable schedule report.
What you'll achieve
Set a monthly revenue target on the schedule and save it into a reusable schedule report, so priced work has something to climb toward.
You'll end up with: A monthly revenue target set on the schedule, visible as a dashed line on the revenue graph, saved into a reusable schedule report you can come back to.
Before you start
A number on its own doesn't tell you much. Fifty thousand dollars is a good month or a slow one depending on what you expect to bring in, so the schedule lets you set the number you're aiming for and draws it straight onto the revenue graph as a line. Everything the schedule already prices sits below or above that line, at a glance, month by month.
We'll set a target for Northlight Architects' resourced schedule and save it so it's there every time we come back.
Where the target lives
The revenue target isn't a firm-wide setting buried in Settings. It lives on the schedule itself, in the toolbar above the revenue graph, and it's part of whatever schedule report you have open. Set fifty thousand dollars while you're looking at one report and it travels with that report; open a different saved report and you'll find whatever target, if any, was saved into that one instead.
That's why saving matters. Type a target and it appears on the graph immediately, but it's only remembered once you save it into a schedule report, the same reusable report you can reopen, hand to someone else, or come back to next month.
Set the target
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In the schedule toolbar, type a monthly figure into the Revenue target field, the field with the dollar sign next to the Gantt controls.
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Watch the dashed target line draw itself across the revenue graph, running the full width of the timeline at that value.
On a schedule with no billing milestones or invoices, the revenue graph reads $0.00: the target line still draws at fifty thousand dollars, but there is no planned or actual revenue to compare it against yet. Add billing milestones or invoices and the bars fill in toward the line you have already drawn.
Save it as a report
Naming and describing the saved report is what makes it findable again. A target you don't save disappears the moment you navigate away or apply a different report.
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Open Actions above the schedule and choose Save as new report.
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Name it, for example Revenue Target Plan, and describe what it stores, such as the monthly target for the resourced schedule.
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Click Save. A new tab appears for the report, with your target and its line still in place.
Come back to it
Reload the schedule, or open it fresh another day, and apply the report you saved. The target and the line it draws both come back exactly as you left them, saved with the report rather than held only on the page.
Troubleshooting
- The target isn't global. It's saved per schedule report, not per organisation. A missing target usually means the wrong report is open, not a lost setting.
- A typed target isn't a saved one. The field updates the graph the moment you type, but the value only survives a reload once you've saved or overwritten a report to hold it.
- A zero-revenue graph doesn't mean the target failed. The line and the priced bars are separate things. A schedule with no billing milestones or invoices shows a target line over an empty revenue graph, which is exactly what setting a target ahead of the work looks like.
Where this fits next
Setting a target is one piece of getting comfortable with saved schedule reports; finding your way around the schedule covers the rest of what a saved layout can do. To understand what actually fills the bars against this line, see how revenue flows from resourcing.