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:Period Types
Goals operate over one of three period types:
Each goal has explicit start and end dates, so you can define goals for any custom period within these types.
Creating a Goal
To create a goal, navigate to Analytics > Planning and click the button to add a new goal.Goal Fields
Tracking Progress
Active goals display progress tracking with the following information:Progress Metrics
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:
For example, if 50% of the goal period has elapsed and progress is at 60%, the pace is “ahead.” If progress is at 40%, the pace is “behind.”