Simplify Your Goal Planning

Is goal setting an event you look forward to each year?  If not, you’re doing it the hard way!  The Revenue Goal Planner is a powerful, user-friendly tool that allows you to:

  • Set goals for your practice and for each member of your team
  • Monitor your goals on a daily basis with at-a-glance color coding
  • Review and change your goals quickly and easily
  • Schedule patients or clients with your financial goals in mind
  • Allow for and monitor case acceptance as part of your goals
  • Put your patient care first and still meet your financial  goals!

Yearly Planning Made Easy

Planning your year is a snap with the Revenue Goal Planner – with a few clicks, you can note the days your practice is closed for Holidays, Continuing Education, and Vacation and easily add or change days in seconds without redoing any of the work you put into planning.

“We have used the Revenue Planner and Goal monitor since its inception in 2004, and could not be as efficient in our daily, monthly, and yearly goal planning without this incredible program…it opens your eyes to knowing what your goals should be, not in black or white, but in red and green.”

– Toni Pizzi, Office Manager for Michael J. Scherb, DMD

With the Revenue Goal Planner, you can make your schedule work for you.

Want to Know More?

See what makes the Revenue Goal Planner the easiest tool to set your revenue goals and track your progress.  Or click here to purchase and start using the Revenue Goal Planner to begin meeting your goals today!

If you’d like to know more about the advantages of using the Revenue Goal Planner to guide financial planning for your office, feel free to use the links below for some of our most frequently visited pages:

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