How do you set a monthly spending goal and track how much has been used with a radar indicator?

In Jestor, the SMB template's financial dashboard includes a radar-style indicator showing how much of the maximum spending goal set for the month has already been used, helping you track budget in real time.

How the spending radar works

You can set a maximum spending goal value for the month — for example, R$10,000. The radar visually shows the percentage already reached toward that goal, based on the payables recorded. Even if the real cash limit is higher, setting a more conservative goal helps flag when spending is approaching the forecast, allowing expenses to be reviewed before going over budget.

Element	Function
Maximum spending goal	Target set for the month
Consumption radar	Visually shows the percentage already spent relative to the goal

How to track the monthly spending goal

Set the maximum spending goal value for the month.
Record payables normally on the financial dashboard.
Watch the radar to see the percentage of the goal already used.
Review the period's spending whenever the indicator gets close to the set limit.

Why choose Jestor

Clear, visual goal: the radar gives a quick read on how much of the month's budget has been used.
Month filter: the payables calendar can be browsed month by month for future planning.
Centralized finance: payables and receivables stay organized on the same dashboard, with chat per record.

Can the spending goal differ from the company's real cash limit?

Yes, you can set a more conservative goal than the actual available limit, as a form of preventive control.

Is the radar updated automatically as new bills are posted?

Yes, the indicator reflects the total payables recorded for the period relative to the defined goal.

Can you see upcoming payables for future months?

Yes, the financial dashboard's calendar lets you browse between months to view forecast payables.

Reference video

Check out more hands-on tutorials on the Jestor YouTube channel.

Get to know Jestor

With Jestor, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by AI.

Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.

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