Set enrollment, registration and revenue targets

• Director
• Finance
• Admin
• Needs: Edit Targets
• Desktop
• Draft

If you don't see this

• It needs the Edit Targets permission. A director grants it under Manage School → Staff → Permissions.

Targets are the goals your dashboards measure against: Enrollment to Target, Network Revenue, Open Seats and Target Coverage all read them. Set them once per school and school year.

Steps

1. On Command Center or the Enrollment, Billing or Payroll dashboard, open the More menu and click Edit Targets. The editor opens for your current school.

   Screenshot coming soon01 · /enrollment-dashboard

   Edit Targets in the dashboard More menu

2. To pick another school, click the school name at the top. Choose the school year at the top right.
3. Click Revenue, Enrollment or Registration.

   Screenshot coming soon02 · /enrollment-dashboard

   The Edit Targets screen with the Revenue, Enrollment and Registration chips

4. Revenue: type a Rev Target for each month. Use the Targets / YoY toggle to compare with last year.
5. Enrollment: type a Target for each month. To split a month by rate, click the open icon next to it to open Advanced Mode, add rates with + Add Tuition or + Add Addon, and click Save.
6. Registration: type a target for each registration rate. The screen shows Total Target Registrations.
7. Click Save.

Tips

• In Advanced Mode, the menu offers Copy from Last Month; Clear Data empties the month.
• The Target Coverage tile on Command Center shows which months are missing targets and opens this editor on the right tab.
• If you leave with unsaved edits, choose Save, Discard or Cancel.

Troubleshooting

• A chip is missing. Each target type has its own permission under Edit Targets: Enrollment, Registration and Revenue. Revenue is off for directors by default.
• "No registration rates are active in this school year." Add a registration rate for that year first.
• "No target data available." You don't have any of the three target permissions.