Goals

• Determine your Goals

  In this guide, Rick shows you how to create and edit shop goals in OktoRocket, highlighting which data to review for setting effective targetsFew readers

• Setting Goals

  In this guide, Rick explains how to set shop goals in OktoRocket and offers recommendations for choosing the right target numbers to drive success.Few readers

Goals - FAQ

• How to set goals for your shop in OktoRocket

  Learn how to set goals for your shop in OktoRocket. Follow these simple instructions to access the "Goals" feature, create a new goal, and save your changes. Go to app.oktorocket.com 1. Click "Goals" tab From the Dashboard, click on the "Goals" tab to go to the "Goals" page Click 'Goals' tab (https://static.guidde.com/v0/qg%2FX3R5Gb8y2qRc1gfASpbZAs2Evht1%2Fd8BLntw6SD6EgXgPM3TkoSome readers

• Where do I set my shops Overhead?

  You set it in the Goals page of OktoRocket. So go to Goals Find this month Edit Goal set your projected overhead. When you set overhead , you want to put all of your expenses (not including parts and labor) into the overhead fieldFew readers

• Is there a quick way to see how many working days we have in the month on OktoRocket?

  Navigate to the goals page. Select the month you are wanting to know working days for. At the top of the goals page it states the number of work days.Few readers

• Do we have a way to set days on any given month that our shop may be closed?

  Yes, you can do this in the form of holidays in your Goals. Head to the Goals page, and make sure your Shop Days are set correctly. Then you can set any "Holidays" your shop will be closed.Few readers

• How are goals created for the next month in OktoRocket?

  They are automatically created at the beginning of each month based on the previous month's numbers.Few readers

• Can I change the parts gross profit and labor gross profit percentages in goal settings?

  You are not able to change those numbers as those are automatically calculated based on the labor cost percent and parts cost percent goals you set.Few readers

• How to set Individual Goals for Service Advisors and Techs In OktoRocket

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