Documentation Index
Fetch the complete documentation index at: https://docs.keystn.com/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Planning bridges the gap between targets and results. You define what you want to achieve — a certain funded volume, a number of closed loans, or a revenue target — and the system tracks actual production against those goals, showing progress percentages and pace indicators.
Goal Types
Metric Types
Goals can track one of three metrics:
| Metric Type | What It Measures | Example |
|---|
| Volume | Total funded loan amounts | ”$10,000,000 in funded volume this quarter” |
| Units | Number of funded loans | ”15 funded loans this month” |
| Revenue | Total broker compensation | ”$200,000 in revenue this year” |
Period Types
Goals operate over one of three period types:
| Period Type | Description |
|---|
| Monthly | A single calendar month |
| Quarterly | A three-month quarter |
| Yearly | A full calendar year |
Creating a Goal
To create a goal, navigate to Analytics > Planning and click the button to add a new goal.
Goal Fields
| Field | Description |
|---|
| Employee | Optional. If set, the goal tracks a specific loan officer’s production. If left blank, the goal tracks company-wide production. |
| Metric Type | Volume, Units, or Revenue |
| Target Value | The numeric target (e.g., 10000000 for $10M volume) |
| Period Type | Monthly, Quarterly, or Yearly |
| Period Start | The start date of the goal period |
| Period End | The end date of the goal period |
| Active | Whether the goal is currently active. Only active goals appear in the progress dashboard. |
Tracking Progress
Active goals display progress tracking with the following information:
Progress Metrics
| Metric | Description |
|---|
| Employee Name | The loan officer’s name, or blank for company-wide goals |
| Metric Type | Volume, Units, or Revenue |
| Target Value | The goal target |
| Current Value | Actual production so far (funded loans within the goal’s date range) |
| Progress % | Current value as a percentage of the target |
| Period | The goal’s start and end dates |
| Pace | Whether the team/LO is ahead, on track, or behind |
How Current Value Is Calculated
The system queries all funded loans within the goal’s period and for the specified employee (if set):
- Volume goals — Sum of loan amounts for all funded loans in the period
- Units goals — Count of funded loans in the period
- Revenue goals — Sum of broker compensation for all funded loans in the period
Pace Indicator
The pace indicator compares progress against the calendar:
| Pace | Condition | Meaning |
|---|
| Ahead | Progress % is more than 5 percentage points above the elapsed time % | Production is ahead of schedule |
| On Track | Progress % is within 5 percentage points of the elapsed time % | Production is roughly on pace |
| Behind | Progress % is more than 5 percentage points below the elapsed time % | Production is falling behind schedule |
Managing Goals
Editing Goals
Goals can be updated at any time. You can adjust the target value, change the period, or reassign to a different employee.
Deleting Goals
Goals can be deleted when they are no longer relevant. This permanently removes the goal and its tracking data.
Activating and Deactivating
Toggle the Active setting to control whether a goal appears in the progress dashboard. Deactivating a goal hides it from the main view without deleting it, which is useful for completed or paused goals.
Common Goal Configurations
| Scenario | Configuration |
|---|
| Company quarterly volume target | No employee, Volume, Quarterly, target = $25,000,000 |
| Monthly units target for a specific LO | Employee = the LO, Units, Monthly, target = 8 |
| Annual revenue goal for the company | No employee, Revenue, Yearly, target = $2,000,000 |
| Monthly volume target for all LOs | Create individual goals per LO, Volume, Monthly |
