I'm Curious About How You Track Your Goals

[Rick Smith]

So I was recreating some monthly review tasks in Todoist. (For some reason, it didn’t repeat the tasks the way it should have so I had to recreate the tasks and fix that.)

In the process of doing that, I got to thinking, it’s one thing to review various goals; revenue, visitor, subscriber, whatever. But it’s another thing entirely to actually track your progress. For some reason, I’ve never developed any tracking methods for those goals. And so I got to wondering whether or not you track your revenue, visitor, subscriber, and purchaser (in my case member) results and compare them with your goals. Do you track them on a daily, weekly, monthly, and quarterly basis? Or some other basis? Do you track other goals? If so, what? What tools do you use for the tracking?

[Donna Walsh]

I keep track of everything with a back office e-commerce solution which tracks visitors, sales, revenue etc. I check my stats every week. Currently I do this through John Delavera’s Delavo although it is no longer available for sale. However, there are other back end programs available although some (like Infusionsoft) are very pricey.

[Rick Smith]

Donna –

Do you compare your results against your goals? I know about Infusionsoft. I’m not yet at a point to invest in Infusionsoft. I don’t have a CRM system in place, either. That part of my business isn’t really very automated at all.

[Donna Walsh]

Hi Rick

Yes I do. My backend office gives me the stats for my results so far and I then compare those stats to my goals.

[Rick Smith]

Donna –

Gotcha. How do you record your goals (for example, monthly, weekly, and daily sales goals)? Do you use a spreadsheet? I’m not using a CRM right now, though I plan to. GetResponse (to which I pay $15 per month) is coming out with a CRM component. I’ve signed up for the beta. If it works the way I hope it will be pretty seamless. I use OptimizePress (a WordPress page builder) and it integrates seamlessly with GetResponse using an API key. I’m hoping that integration will continue.

[Donna Walsh]

I have short term as well as long term goals. I try to make a certain amount of money every day although I do use a weekly average, not a daily one. But if I do not achieve my daily goal for several days in a row, I work really hard for the rest of the week in order to reach my weekly goal.

My back office does give me the stats I need for any length of time I enter so I can compare results very easily.

I use Aweber so do not know anything about what Get Response will be offering.

[Rick Smith]

Donna –

Thanks.

[Author]

Posts