- Is there a way to change the Annual Revenue Target for the entire Firm?
- Clio Manage
- You have the ability to change your personal annual billing target by going into Settings > Profile > Personal Performance
- The information on the personal dashboard is not firm-wide, but user-specific
No. There is no way to set an annual revenue target for the entire firm. However, you can change your personal annual billing target by going into Settings > Profile > Personal Performance.
If you would like to add your vote to this Feature Request, please contact us either through email@example.com, the in-app chat, or via our Clio Support Center at +1-888-858-2546 ext 2.