Financial Goal Integration in Dash SaaS -

Financial Goal Integration in Dash SaaS


Our Financial Goal feature is your key to setting and tracking financial and business objectives effectively. In the fast-paced world of finance and business, achieving your financial goals is paramount, and this feature seamlessly integrates with our Account Module to empower you. It allows you to monitor your progress, refine your strategies, and foster the growth of your business with confidence.

Financial goals encompass various aspects of managing money, including saving, spending, earning, and investing. They serve as guiding targets that steer your financial decisions and actions, providing a roadmap for achieving your desired financial outcomes. Whether it’s enhancing savings, optimizing spending, boosting earnings, or making sound investment choices, our Financial Goal feature is your dependable partner, helping you navigate the intricacies of financial goal setting and realization.



Step 1: Super Admin Access:

Before you dive into the installation, ensure your super admin has system access. Follow these steps:

Financial Goal Dash Saas

  • Head to the “add-on manager” section in the super admin dashboard.
  • Initiate the setup process by clicking the “+” (Module Setup) button.
  • Financial Goal Dash Saas

  • You will be prompted to upload the ZIP file for the “Financial Goal Module.”
  • Financial Goal Dash Saas

  • Remember to enable the module once the setup is complete, making it accessible to other users.
  • Financial Goal Dash Saas

Step 2: Company Settings Steps:

Once the super admin enables the Financial goal Module, company admins can proceed with the setup. Here’s how:

  • Start by visiting the “subscription plan” page and selecting the relevant “usage plan.”
  • Financial Goal Dash Saas

  • Purchase the Financial Goal Module.

Step 3: How to use the Financiala Goal Add-on?

  • Once you purchase the add-on, navigate to the accounting module and find out the financial goal in this module.
  • Financial Goal Dash Saas

  • Once you click on that button, you will get to see a list of financial goals.
  • You can also create new financial goals by clicking on the “+” button.
  • Financial Goal Dash Saas

  • Just enter the name, amount, type from the given options, and starting and ending date.

So, this is how you can have access to the financial goal add-on with the help of these steps.

Need more help?

If you’re still uncertain or need professional guidance, don’t hesitate to contact us. You can contact us via email or submit a ticket with a description of your issue. Our team of experts is always available to help you with any questions. Rest assured that we’ll respond to your inquiry promptly.

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