Open Settings from the menu and choose the Goals tab.
2
Stay on Office Goals and set the year with the arrows.
3
On the Annual Goals card, press Edit.
4
For each product, type the year's Production (#) and Premium ($). Leave any you don't track blank.
5
Press Done.
What you type saves by itself. Each yearly number is split evenly across the 12 months, and Home shows the month's goal with an ● On Pace or ↓ Behind chip.
Have past sales on file? Press Set from history instead, choose what to Start from and how much to Grow by, and confirm.