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.

FY 2026 FY 2027 (planning)Quick view

⚠ Needs attentionaccounts in your CRM with no owner, or an owner with no goal yet10

Northfield Logistics
Owner Avery Stone · no goal set
Calder & Rowe
Owner Avery Stone · no goal set
Bluewater Health
Owner Avery Stone · no goal set
Tessera Labs
Owner Jordan Blake · no goal set
Marlow Foods
Owner Jordan Blake · no goal set
Ostrander Group
Owner Jordan Blake · no goal set
Kestrel Energy
Owner Priya Nair · no goal set
Pinecrest Schools
Owner Priya Nair · no goal set
Vantage Mutual
Owner Sam Okafor · no goal set
Halcyon Hotels
Owner Sam Okafor · no goal set

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.

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By rep By account

Every account and its goal holders. A shared account has one line per rep.

Project sizes

Change in Settings → Forecast

Large$200K+$247Kaverage of won deals

Mid$75K–$200K$134Kaverage of won deals

Small$0–$75K$59Kaverage of won deals

A 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	Goal holders	Status	Goal (all holders)	FY 2026 so far + forecast
Bluewater Health since 2026	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Calder & Rowe since 2022	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Halcyon Hotels since 2026	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Kestrel Energy since 2022	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Marlow Foods since 2022	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Northfield Logistics since 2022	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Ostrander Group since 2022	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Pinecrest Schools since 2026	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Tessera Labs since 2022	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—
Vantage Mutual since 2022	no goal yet Add a goal holder Each holder gets their own line, planned in By rep, and sees the account with just their goal. The owner in your CRM does not change.	Existing	$0	—

Add a rep and they get their own goal line, planned in By rep. A new client is tracked against net-new this year and planned by project size from next year.