What's new on Summit

Financial Planning Software as a Service

September 20, 2019

Smart Goals!

Startups can now enter goals for any connected metric in SimSaaS. These goals will measure and display progress from the time the goal is created, while drawing the deadline and target on the corresponding trends charts.

Rather than depend on simple linear or compounding growth rates, startups can use this feature to set and report on measurable milestones like "$1m ARR" or "100 paying customers".

These goals will enable more powerful features, e.g. suggesting ways to reach these goals before these deadlines: "Raise pricing by 10% and conversion rates by 8% to reach $1m ARR by January 1st."

In the short term, this feature, combined with the ability to invite team members into an account, can help with greater alignment, motivation, and transparency across the business.

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