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Goals

Set yearly goals, fill in each month, and see how you're doing.

Overview

Goals help you set targets for the year and see how you're tracking.

Go to My Business > Goals. Everything happens on that one page:

  • Pick the year at the top.
  • Switch between the Revenue Goals and Metric Goals tabs.
  • The bar under the tabs shows your overall progress for that tab.
  • Each goal has a card. Click it to see the details.

Add a goal

  1. Pick the year at the top of the page first. New goals go into that year.
  2. Click + Add Goal. (With no goals yet, you can also click Add a goal.)
  3. Fill in:
    • Category — Revenue (money) or Metric (a count, like followers)
    • Goal Type — what you're tracking, like Wholesale, Events or Instagram Followers
    • Annual Target — your total for the year. AMS splits it across the months for you. Counts use whole numbers, so 2 giveaways a year means one in June and one in December.
    • Starting Value — metric goals only, optional. Where you are at the start of the year (say, 500 followers). Set it, and your Annual Target is where you want to end up: 500 to 800 followers is 300 to gain. The months split the 300, and your progress counts what you've gained.
    • Fill in automatically — for goals AMS can fill in for you. It's on for new goals. See "Goals that fill themselves in" below.
  4. Click Add & Continue. The form stays open for the next one. Click Done when you're finished.

You can use each goal type once per year.

Goal types

Revenue goals track money from each way you sell:

  • Total sales — everything you sell, all channels added up
  • Etsy
  • Website
  • Wholesale
  • Consignment
  • Events
  • Private parties and trunk shows
  • Instagram Live

Have a Total sales goal? The progress bar uses it on its own, so your channel goals aren't counted twice.

Metric goals track counts:

  • Instagram Followers, Facebook Followers, Email Subscribers
  • Events
  • Podcast (Host), Podcast (Guest)
  • Collaborations, Collab Lives, Collab Giveaways, Collab Parties
  • Wholesale Accounts, Consignment Accounts

Goal cards

Each goal has a card that shows:

  • How much you've done so far this year, out of your target (like $4,200 / $12,000)
  • Your progress as a percent
  • How much you need each month to reach your target ("Need $800/mo to reach target"), or "Target reached!"
  • A progress bar: red under 40%, yellow 40–69%, teal 70–99%, green at 100% or more
  • A small chart of your year

Click a card to open its details below the cards. There you'll see a bigger chart, a month-by-month table, and how many months were on track (like "6/9 months on track").

Change, archive or delete a goal

  1. Click the goal's card to open its details.
  2. Click Edit Goal to change the target or Fill in automatically. Click Save Changes.
  3. Stopped tracking something? Click Archive. The goal and its numbers are kept, just hidden. Click Restore to bring it back.
  4. Or click Delete. AMS asks first. Deleting a goal also deletes its monthly numbers, and it can't be undone.

Hidden goals

AMS hides a goal when:

  • its target is 0 (or blank), or
  • you archived it.

To see them, click Show hidden at the top of the tab. Click it again to hide them.

Reordering goals

Use the up and down arrows on a goal card to move it, or drag the grip next to them. With a keyboard, Tab to an arrow and press Enter. Your order is saved automatically for each tab.

Goals that fill themselves in

AMS can fill in some goals for you from what it already keeps track of. You never have to type those monthly actuals.

  • Revenue goals: Website, Etsy, Wholesale, Consignment and Events fill in from the sales AMS has recorded.
  • Metric goals: Instagram Followers, Wholesale Accounts, Consignment Accounts, Events, Podcast (Host), Podcast (Guest), Collaborations, Collab Lives, Collab Giveaways and Collab Parties fill in from your Instagram numbers, retailers, event logs, podcasts and collabs.
  • It's on for new goals of those types.
  • Goals you already had stay as they are. The Goals page offers to turn it on: click Turn it on, or No thanks to hide the offer.
  • The card says where the numbers come from, like from your sales or from Instagram.
  • Months follow your own time zone. A 9pm sale on September 30 counts for September.
  • You still set the targets yourself.

How the counts work

  • Instagram Followers — followers gained or lost that month. A loss shows with a minus, like -12. Months before you connected Instagram are worked out from daily new and lost followers, so they can be off by a few. A month with no Instagram numbers stays blank.
  • Wholesale Accounts and Consignment Accounts — the retailers you added that month. Retailers brought in when your account was set up don't count, since AMS doesn't know when they started.
  • Events — event logs marked Accepted (or with no status), in the month they start, once that day comes. Applied, Waitlisted and Rejected don't count.
  • Podcast (Host) and Podcast (Guest) — podcasts marked Host or Guest, in the month of their Episode Date, once that day comes. A podcast with no Episode Date isn't counted.
  • Collaborations — your collabs, in the month of their Start Date, once that day comes.
  • Collab Lives, Collab Giveaways and Collab Parties — collabs with Kind of Collab set to Live, Giveaway or Party, counted the same way. A collab set to Other, or not set, only counts toward Collaborations.
  • AMS picks the Kind of Collab from the Collab Type (a type with "Live" in it becomes Live, and so on). Pick a different kind yourself and AMS keeps your choice.
  • Facebook Followers and Email Subscribers stay typed.

To turn it on or off for one goal:

  1. On the Goals page, click the goal's card to open its details.
  2. Click Edit Goal.
  3. Check or uncheck Fill in automatically (it says where from, like from my sales or from Instagram).
  4. Click Save Changes.

Turning it off brings back the numbers you typed before. Nothing you typed is ever replaced.

Month targets

You don't have to set month targets. AMS splits your year target across the months for you. Want a busy December or a quiet January? Adjust them:

  1. Click a goal card to open its details.
  2. Click Adjust months.
  3. Change the Target (and Actual) for any month. Split evenly starts the months over from your year target.
  4. Click Save months.
  • Your months always add up to your year target. If you change them, AMS shows the new total and updates the year target when you save.
  • Change the year target later with Edit Goal, and the months split evenly again.

For a goal that fills itself in, the Actual column shows AMS's numbers and can't be typed. You can still change the targets.

AMS estimates

For revenue goals, AMS adds up the sales it already has for each month and suggests that as your actual.

  • Website counts your Shopify orders (including older ones you imported) plus sales entered as Online Sales.
  • Etsy counts your Etsy orders.
  • Click the checkmark next to a month's estimate to use it, or Apply all to use them all. You can always type your own number instead.

Bulk Enter

Bulk Enter fills in one month for every goal on the tab you're on (Revenue Goals or Metric Goals). It's handy at the end of each month.

  1. On the Goals page, click Bulk Enter.
  2. Pick the month.
  3. Type each goal's actual. For revenue goals, click the checkmark next to an estimate, or Apply all, to use AMS estimates. Goals that fill themselves in are already done.
  4. Click Save Actuals.

Compare with last year

On the Goals page, click the vs button next to Bulk Enter (for example, vs 2025). Last year shows up on each chart so you can spot growth and busy seasons. Click it again to hide it.

  • The solid teal line is what you actually did.
  • The dashed gray line is your target.
  • The dotted amber line is last year (when you turn it on).
  • The numbers on the left show the amount. The months run along the bottom.
  • Point at a month (or tap it on a phone) to see that month's actual, target and last year.
  • On a wide screen, each month's actual sits under it, with the target below. On a phone, tap a month to see them.

Copy to next year

At the top of the Goals page, pick the year to copy from and click Copy to next year (for example, Copy to 2027).

  • Your goals are copied with the same annual targets and the same Fill in automatically choice.
  • Goals that already exist next year are skipped, and so are archived goals.
  • Monthly numbers aren't copied, so next year starts fresh.
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