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

Grouped by rep. Each rep's line on a shared account is their own.

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.

Avery Stone0 existingExisting $0 · Net-new $0

Account	Large	Mid	Small	Computed	Adj	Final	FY 2026 so far + forecast
No existing accounts with a goal yet.

Jordan Blake0 existingExisting $0 · Net-new $0

Account	Large	Mid	Small	Computed	Adj	Final	FY 2026 so far + forecast
No existing accounts with a goal yet.

Priya Nair0 existingExisting $0 · Net-new $0

Account	Large	Mid	Small	Computed	Adj	Final	FY 2026 so far + forecast
No existing accounts with a goal yet.

Sam Okafor0 existingExisting $0 · Net-new $0

Account	Large	Mid	Small	Computed	Adj	Final	FY 2026 so far + forecast
No existing accounts with a goal yet.