Goals & targets
Plan the year here. Reps and the dashboards show the published numbers, read-only. Every edit saves as a draft until it is published, each with its reason.
Company annual target
Set top-down by leadership.
Allocated to reps
$0
$3.8M unallocated
Existing book
$2.87M
Bottom-up: the account goals added up.
Net-new (planned)
$680K
Each rep's net-new %, set below. Goals already set on a rep's new clients fill it, and count themselves once they pass it.
Top-down meets bottom-upLeadership splits the $3.8M target across reps as a percentage (the dollars follow). Each rep's number is built from their existing accounts, planned by project size, plus a net-new share of their target. The gap between target and what is covered shows per rep and adds up below. Right now there is a $250K gap to the company target.
Company monthly distribution share of the annual target per month; the dollars follow the %
Jan$266K
Feb$266K
Mar$304K
Apr$304K
May$342K
Jun$342K
Jul$304K
Aug$266K
Sep$342K
Oct$380K
Nov$380K
Dec$304K
Sum: 100% ✓ adds to 100%Green: peak, 9% or more · Amber: low, 7% or less
Allocation & reconciliation set each rep's split % and net-new %; existing is their account goals added up
| Rep | Split % | Target | Existing | Net-new % | Gap | vs FY 2025 actual |
|---|---|---|---|---|---|---|
| Avery Stone | — | $820K | $0$260K already on new clients | — | no FY 2025 figure | |
| Jordan Blake | — | $1.17M | $0 | — | no FY 2025 figure | |
| Priya Nair | — | $520K | $0$180K already on new clients | — | no FY 2025 figure | |
| Sam Okafor | — | $360K | $0$240K already on new clients | — | no FY 2025 figure | |
| Total | 0% | $0 | $2.87M | $680K | $250K | vs $0 |
Reconciliation how the company target is built
- Existing book: the account goals added up (bottom-up)
- $2.87M
- + Net-new: each rep's net-new added up
- $680K
- + Gap still to plan
- $250K
- = Company target
- $3.8M