Financial Goal

The financial goal feature in Plan A ERP allows you to set, track, and manage your financial objectives effectively. Here's a user guide to help you navigate the financial goal functionality:

1. Adding a Financial Goal: To add a new financial goal, click on the "Add Goal" button. Enter the name of the goal, select the goal type (e.g., savings, investment, debt repayment), specify the start and end dates, and set the target amount you want to achieve. You can also choose whether to display the goal on your dashboard for quick reference.

2. Editing a Financial Goal: If you need to make changes to an existing financial goal, select the goal from the list and click on the "Edit" button. Update the necessary fields such as the goal name, type, duration, target amount, or dashboard display preference. Save your changes to update the goal.

3. Deleting a Financial Goal: If you no longer need a specific financial goal, you can remove it from your list. Select the goal and click on the "Delete" button. Confirm the deletion when prompted.

4. Tracking Progress: Once you have added your financial goals, you can monitor your progress over time. The system will automatically calculate and display the percentage of completion based on the amount saved or invested. This helps you stay motivated and evaluate your progress towards achieving your goals.

5. Dashboard Display: The financial goal feature allows you to choose whether you want a particular goal to be displayed on your dashboard. By enabling the "Is Dashboard Display" option, you can quickly view and access your most important goals directly from the main dashboard.

6. Prioritizing Goals: If you have multiple financial goals, you can prioritize them based on their importance or urgency. This helps you allocate your resources and efforts effectively, ensuring that you make steady progress towards your most critical objectives.

Remember to regularly review and update your financial goals as your circumstances change. By using the financial goal feature in Plan A ERP, you can stay focused, track your progress, and achieve financial success.

Note: The specific features and functionalities may vary depending on the software or tool you are using.