Know by February
if you'll hit
December.
Frank tracks your 12-month goals every week. If the pace is off, you hear about it in month 2 — when there's still time to do something about it.
No credit card required
Your goals
12-month targets — updated weekly
12-month revenue
$91,400/mo avg of $1.2m
9% below pace. Achievable if Q3 closes strong.
Monthly recurring revenue
$14,850 MRR of $25,000 MRR
Growing $650/month. On pace to hit $25k by November.
New clients this year
2 of 8 of 8 new clients
At current rate you'll reach 4. Need to close 2 more per quarter.
You set the goal in January.
You find out in December.
Most business owners set a revenue target at the start of the year and check back in at the end. By then it's too late. The shortfall is already baked in.
Frank reads your goals against your actual numbers every week. If the pace is off by month 2, you know. Not month 12.
Weekly
Trajectory checks
Not once a year
3
Status levels
On track, at risk, off track
Month 2
When Frank tells you
Not month 12
Set it once. Frank watches it every week.
You tell Frank the target. He figures out the pace, sets a baseline, and checks every week whether you're heading there.
Set the goal
During onboarding, tell Frank your 12-month target. Revenue, MRR, customers, margin — or a custom metric you define.
Frank sets the baseline
Frank reads your last 3–6 months of data and calculates what monthly pace is needed to hit the goal by year end.
Weekly trajectory check
Every week Frank compares your actual pace to the required pace. On track, at risk, or off track — updated every Monday.
Early warning
If the trajectory drifts to 'at risk', Frank flags it in your weekly briefing. You know with enough runway to course-correct.
Three statuses.
All grounded in real numbers.
Frank doesn't use intuition. He calculates whether your current pace projects to a hit or a miss — then tells you plainly.
Your current pace projects to hitting or exceeding the goal.
“Revenue is averaging $102k/month. You need $100k. You're 2% ahead — keep going.”
Nothing urgent. Frank keeps watching.
You'll fall 10–20% short at current pace. Fixable, but needs attention.
“Averaging $91,400 against a $100k target. 9% behind. Still achievable if the next 2 months close strong.”
Frank flags it in your weekly briefing.
You'll miss by more than 20% unless something changes. Frank won't soften it.
“At this pace you'll reach $840k. That's $360k short. The goal needs revisiting or the pipeline needs urgent work.”
Frank recommends a specific action — not just a warning.
Any goal worth
setting is worth
watching.
Frank tracks standard financial goals out of the box, and you can define any custom metric your business cares about.
Set multiple goals at once. Frank tracks them all, independently, and tells you which ones need your attention.
Annual revenue
Monthly recurring revenue
Gross margin %
New clients
Cash position
Cost per lead
Revenue per employee
Custom metric
Your goals deserve
better than December.
Set a target. Frank watches it every week. You'll know in February if you're on track.
No credit card required