Open Settings from the menu and choose the Goals tab.
2
On Office Goals, find the product's line on the Annual Goals card and press Monthly →.
3
Type a number in the box for each month. What you type saves by itself.
4
Check the Total at the end of the line. The yearly goal becomes that total.
5
To make a line even again, type a year total in the box at its end and press Split.
When you change the yearly goal later
The months you typed keep their numbers, and the rest of the year is spread over the other months.
If the typed months cannot fit the new goal, a window titled Every month already has its own goal asks what to do: add the difference to the months left in the year, or spread the new goal evenly over all 12 months.
Spreading it evenly replaces the months you typed. Cancel saves nothing.
Frequently Asked Questions
Is there a quarterly goal?
No. To plan a quarter, type its three months in Monthly →.
Why is a goal missing from the Monthly window?
The window lists only the goals with a yearly number above zero.