Overview
Production goals in Capsa Intelligence help you set and track revenue, gross profit, and gross margin targets across your organization. You can create goals by branch and by division, and monitor performance against these targets in real-time.
This guide will walk you through creating your first production goal and setting monthly targets.
What You'll Need
- •Access to the Production Goals feature in Capsa Intelligence
- •Revenue, gross profit, and/or gross margin targets for the period you want to track
- •Knowledge of which branches or divisions you want to track
Access Production Goals
From your Capsa Intelligence dashboard, navigate to the Production Goals section:
- Click on Reports in the top navigation
- Under the Planning section, select Production Goals
- Click the Create New Goal button
Configure Basic Information
On the goal creation page, you'll set up the basic parameters for your production goal:
Goal Name
Give your goal a descriptive name (e.g., "2025 Revenue Targets" or "Q1 Branch Goals").
Time Period
Select the start and end months for your goal period. Goals can span any number of months (typically 3, 6, or 12 months).
Organizational Level
Choose whether to set goals by Branch or by Division. You can select multiple branches or divisions to track.
Set Monthly Targets
Now you'll enter the actual revenue and gross profit targets for each month and entity:
Target Input Options
- Revenue Target: Enter the total revenue goal for each month
- Gross Profit Options: You can specify targets as either:
- Gross Profit Amount ($): The dollar amount of profit you want to achieve
- Gross Margin (%): The profit margin percentage you want to maintain
- Bulk Actions: Use "Copy to All Months" or "Distribute Evenly" to quickly fill in targets
Review and Save
Before saving your goal, review the summary to ensure all targets are correct:
- Verify the goal name and time period are correct
- Check that all branches/divisions/service types are included
- Confirm monthly targets add up to your annual goals
- Click Save Goal to create your production goal
Track Performance
Once your goal is created, Capsa Intelligence automatically tracks your actual performance against targets:
- •Performance Dashboard: View real-time progress toward your goals
- •Variance Analysis: See where you're ahead or behind target
- •Trend Visualization: Track performance trends month-over-month
- •Entity Breakdown: Compare performance across branches or divisions
Next Steps
Now that you've created your first production goal, explore these related features: