How to Set and Track Business Goals in Zylu

How to Set and Track Business Goals in Zylu

Learn how to set monthly business goals in Zylu and track your progress from the Home Page dashboard.

Setting Business Goals helps you define measurable targets for your business and monitor performance throughout the month.

Important:

  • Business Goals can be set for a specific month
  • Multiple goal metrics can be configured
  • Goal progress is tracked automatically
  • Business Goal metrics can be viewed from the Home Page
  • Goal progress includes actual performance and projected results

Open Business Goals

From the main menu, go to:

Manage → Business Goal

Business Goals Screen

Here you can:

  • View your existing Business Goals
  • Filter goals by month
  • Add a new Business Goal
  • Edit an existing Business Goal
  • Delete a Business Goal


Set a Business Goal

Step 1 — Click the Plus Button

On the Business Goals screen, click the + button to add a new Business Goal.

The Set Business Goal screen will open.

Step 2 — Select the Goal Period

In the Period field, select the month for which you want to set the Business Goal.

For example:

Aug 2026

Step 3 — Enter Goal Metrics

Enter the target values for the available goal metrics.

You can set targets for:

  • Revenue Goal — Total revenue target for the month
  • Product Sales Goal — Target for product sales
  • New Customers Goal — Number of first-time customers
  • Membership Sales Goal — Number of memberships to sell
  • Package Sales Goal — Number of packages to sell
  • Returning Rate Goal — Percentage of customers expected to return

Enter the required target value for each metric.

Step 4 — Save the Business Goal

After entering the goal values:

  • Review the selected period
  • Verify all goal targets
  • Click Save Goal

The Business Goal will be saved successfully.

Business Goal Saved Successfully

Once saved, the Business Goal will appear in the Business Goals list.

Here you can view:

  • Goal period
  • Revenue target
  • Product Sales target
  • New Customers target
  • Membership Sales target
  • Package Sales target
  • Returning Rate target

The goal will now be tracked for the selected month.

View Business Goal Progress

After setting your Business Goal, you can view the progress from the Home Page.

From the main menu, go to:

Home

The Business Goal Progress section displays your current performance against the targets you have set.

Here you can view:

  • Revenue Goal progress
  • Returning Rate Goal progress
  • Membership Sales Goal progress
  • New Customers Goal progress
  • Product Sales Goal progress
  • Package Sales Goal progress

Each metric shows the current achievement, progress percentage, and projected performance against the goal.

Understand Goal Status

Business Goal progress can indicate whether your business is on track to achieve the target.

On Track

Your current performance is progressing as expected toward the goal.

At Risk

Your current performance may not be sufficient to achieve the goal based on the remaining period.

Behind

Your current performance is significantly below the expected progress for the selected period.

Important Notes

  • Business Goals are set for a specific month.
  • Goal metrics are tracked automatically after the goal is saved.
  • Business Goal progress can be viewed from the Home Page.
  • Progress is based on your actual business performance.
  • Projected values help you understand whether you are likely to achieve your target.
  • You can use the month filter on the Business Goals screen to view goals for different periods.