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.
Everything is assigned: no account is waiting for a goal.
Owners come from your CRM; Earnest never changes one. A client new this year is tracked against its rep's net-new, not given a goal by project size until next year.
Project sizes
Change in Settings → ForecastA goal is projects × average in each band, plus a manual adjustment. A line can use its own average in a band; it is marked when it does.
| Account | Large | Mid | Small | Computed | Adj | Final | FY 2025 actual | |
|---|---|---|---|---|---|---|---|---|
| Northfield Logistics since 2022 · typed in as $520K | — | — | $520K | new | ||||
Averages, adjustment, noteTyped in as an amount. Change a count to plan it by project size; Earnest starts from the projects closest to $520K. Large 2 × $247K = $494K Mid 0 × $134K = $0 Small 0 × $59K = $0 Manual adjustment $Final goal$520K FY 2025 actual—no prior year | ||||||||
| Calder & Rowe since 2022 · typed in as $300K | — | — | $300K | new | ||||
Averages, adjustment, noteTyped in as an amount. Change a count to plan it by project size; Earnest starts from the projects closest to $300K. Large 1 × $247K = $247K Mid 0 × $134K = $0 Small 1 × $59K = $59K Manual adjustment $Final goal$300K FY 2025 actual—no prior year | ||||||||
| Account | Large | Mid | Small | Computed | Adj | Final | FY 2025 actual | |
|---|---|---|---|---|---|---|---|---|
| Tessera Labs since 2022 · typed in as $640K | — | — | $640K | new | ||||
Averages, adjustment, noteTyped in as an amount. Change a count to plan it by project size; Earnest starts from the projects closest to $640K. Large 2 × $247K = $494K Mid 1 × $134K = $134K Small 0 × $59K = $0 Manual adjustment $Final goal$640K FY 2025 actual—no prior year | ||||||||
| Marlow Foods since 2022 · typed in as $380K | — | — | $380K | new | ||||
Averages, adjustment, noteTyped in as an amount. Change a count to plan it by project size; Earnest starts from the projects closest to $380K. Large 1 × $247K = $247K Mid 0 × $134K = $0 Small 2 × $59K = $118K Manual adjustment $Final goal$380K FY 2025 actual—no prior year | ||||||||
| Ostrander Groupshared · Priya since 2022 · typed in as $150K | — | — | $150K | new | ||||
Averages, adjustment, noteShared account: this is Jordan's line only. Priya plan a separate line; the account goal is the sum. Typed in as an amount. Change a count to plan it by project size; Earnest starts from the projects closest to $150K. Large 0 × $247K = $0 Mid 1 × $134K = $134K Small 0 × $59K = $0 Manual adjustment $Jordan's line$150K FY 2025 actual—no prior year | ||||||||
| Account | Large | Mid | Small | Computed | Adj | Final | FY 2025 actual | |
|---|---|---|---|---|---|---|---|---|
| Kestrel Energy since 2022 · typed in as $420K | — | — | $420K | new | ||||
Averages, adjustment, noteTyped in as an amount. Change a count to plan it by project size; Earnest starts from the projects closest to $420K. Large 1 × $247K = $247K Mid 1 × $134K = $134K Small 1 × $59K = $59K Manual adjustment $Final goal$420K FY 2025 actual—no prior year | ||||||||
| Ostrander Groupshared · Jordan since 2022 · typed in as $100K | — | — | $100K | new | ||||
Averages, adjustment, noteShared account: this is Priya's line only. Jordan plan a separate line; the account goal is the sum. Typed in as an amount. Change a count to plan it by project size; Earnest starts from the projects closest to $100K. Large 0 × $247K = $0 Mid 0 × $134K = $0 Small 2 × $59K = $118K Manual adjustment $Priya's line$100K FY 2025 actual—no prior year | ||||||||
| Account | Large | Mid | Small | Computed | Adj | Final | FY 2025 actual | |
|---|---|---|---|---|---|---|---|---|
| Vantage Mutual since 2022 · typed in as $360K | — | — | $360K | new | ||||
Averages, adjustment, noteTyped in as an amount. Change a count to plan it by project size; Earnest starts from the projects closest to $360K. Large 1 × $247K = $247K Mid 0 × $134K = $0 Small 2 × $59K = $118K Manual adjustment $Final goal$360K FY 2025 actual—no prior year | ||||||||