Targets & Variables
Set revenue targets, growth rates, margin goals, and cost assumptions
Growth & Margin
Set overall growth rate, target margin, and fixed cost adjustments
%
Compound annual growth applied to seasonal projections
%
Leave blank to use actual margin. Overrides COGS proportionally.
%
e.g. -5 reduces projected fixed costs by 5%
Rolling window for gross margin on the overview (Shopify cost prices)
Months to average for the Gross Margin KPI and break-even calc (Xero P&L)
Monthly Revenue Targets
Override projected revenue for specific months. Leave blank to use seasonal projection.
COGS as % of Revenue
Override COGS percentages per account. Leave blank for historical average.