> ## 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.

# Planning

> The Planning module lets you set volume, unit, or revenue goals for your company or individual loan officers and track progress in real time.

## 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    |

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

| 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 |

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."

## 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       |