Updating goals on homepage
Last updated August 5, 2026
Objective
This guide explains how to update the revenue and membership goals displayed on your Recur dashboard homepage.
Key Steps
Step 1: Navigate to Settings
Click the Settings (gear icon) in the top right corner of the screen.
Scroll down and select Goals.
Step 2: View the Goal Settings Page
On the Goal Settings page, you will see several annual goals that can be configured for your dashboard:
Membership Revenue Goal
Event Revenue Goal
Sponsorship Revenue Goal
Fundraising Revenue Goal
Additional Custom Revenue Goal
Member Growth Goal (number of members you want to gain during the year)
Step 3: Edit Goal Values
To change a goal:
Click inside the goal field.
Delete the existing value.
Enter the new goal amount or number.
Step 4: Choose What Displays on the Dashboard
Each goal has a checkbox on the right side.
If the checkbox is checked, the goal will display on your homepage dashboard.
If it is unchecked, the goal will not appear on the dashboard.
Step 5: Save Your Changes
Click Save in the upper right-hand corner.
Step 6: Sync the Dashboard
Return to your Homepage Dashboard.
In the Performance box, click Sync in the top right corner.
This updates the dashboard to reflect your new goal settings.
Cautionary Notes
If you update goals but do not click Sync, the dashboard may not immediately reflect the changes.
Tips for Efficiency
Review and update your goals periodically to keep them aligned with your organization’s growth targets.
Only display the goals most relevant to your team to keep the dashboard easy to read.