1. Set Up Daily Target
Build a realistic daily goal from monthly expenses, desired profit, and business days.
- How to set up Daily Target
- How to add monthly operating expenses
- How to choose profit and business days
How to set up Daily Target
In this guide: Turn monthly operating costs and desired profit into a practical sales target for each business day.
Steps
- Open Settings.
- Select Daily Target & Light Setup.
- Add each recurring monthly operating expense, such as rent, payroll, utilities, insurance, and subscriptions.
- Enter the Desired monthly profit.
- Choose the number of Business days per month that the location is normally open.
- Review the calculated Monthly Expenses, Monthly Target, and Daily Sales Target.
- Choose Compact navigation view or Full register view.
- Select Save.
- Return to the main screen and verify that Daily Target appears as expected.
How the target is calculated
(Monthly expenses + desired monthly profit) ÷ business days = daily sales target
Example: $20,000 in expenses plus $5,000 desired profit, divided by 25 business days, creates a $1,000 daily target.
Tip
Use realistic monthly amounts and review them whenever rent, payroll, subscriptions, operating days, or profit expectations change.
How to add monthly operating expenses
In this guide: Add the recurring costs that the business must recover before it begins making profit.
Steps
- Open Settings > Daily Target & Light Setup.
- In Add monthly operating expenses, enter a clear expense name.
- Enter the normal monthly amount.
- Select Add Expense.
- Repeat for every recurring expense.
- Review the Monthly Expense List and total.
- Save the settings.
Common expenses
- Rent or mortgage
- Payroll and employer costs
- Utilities, internet, and phone
- Insurance
- Software and subscriptions
- Marketing and other recurring overhead
What not to do
Do not enter sales, inventory purchase costs, or the same expense twice. Use a reasonable monthly estimate for costs that change from month to month.
Why it matters
The total monthly expenses form the break-even portion of Daily Target. If expenses are too low or incomplete, the dashboard can show profit before the business has actually covered its costs.
How to choose profit and business days
In this guide: Set how much profit the location wants to earn and how many days it has to reach that goal.
Steps
- Open Settings > Daily Target & Light Setup.
- Enter the amount in Desired monthly profit.
- Select the normal number of Business days per month, from 1 through 30.
- Review the calculated Monthly Target and Daily Sales Target.
- Save the settings.
Choose realistic values
Desired monthly profit is added after expenses. Business days divide that combined monthly target into the amount the location should reach each open day. Fewer business days create a higher daily goal; more business days create a lower daily goal.
Example
If expenses are $18,000 and desired profit is $6,000, the monthly target is $24,000. At 24 business days, the daily target is $1,000.
Tip
Base business days on the location's normal schedule, not the number of calendar days in the month.