Financial Goal
Set, track, and manage personalized financial objectives with clear targets, timelines, and visibility control for improved financial planning and execution.
Key Features
Create financial goals with custom names, timeframes, and target values
Categorize goals for better organization and filtering
Enable or disable visibility in dashboards for focused tracking
Track timestamps to monitor goal creation and updates
Ideal for personal or team-based financial planning
Custom Financial Milestones
Set meaningful and measurable financial targets by defining goal names, selecting categories, and specifying start and end timeframes. Whether for savings, revenue, or investment planning, each financial goal includes a target amount to guide progress. Optional scheduling and categorization features help users stay focused, organized, and aligned with broader financial strategies.
Progress Visibility & Dashboard Control
Not all financial goals need to be front and center. The visibility control toggle allows users to choose which goals are displayed in summaries and dashboards. This empowers users to focus only on the most important or active objectives, avoiding clutter and maintaining strategic clarity. Timestamp tracking further helps analyze when goals were created or updated.
Smart Categorization and Goal Management
Keep goals structured and easy to manage with customizable categories. Whether you’re segmenting goals by department, personal versus professional objectives, or revenue streams, this feature ensures streamlined planning. Paired with display control and timeline inputs, it enables a flexible yet precise financial planning experience within Webenoid SaaS.
Full Description
Financial Goal Add-On for Webenoid Webenoid SaaS
The Financial Goal Add-On enables individuals and teams to set strategic monetary targets and track them with precision. From small savings goals to major financial milestones, users can define each goal with custom details such as name, category, amount, and timeframe.
Toggle visibility to keep dashboards focused on active targets, and monitor progress over time with built-in timestamp tracking. Ideal for users seeking better planning and accountability in their personal or business financial journeys.
This Add-On is a powerful companion for the Accounting module, helping users stay aligned with their financial objectives and promoting disciplined planning and execution.