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
No company target yet
Existing book
$0
Bottom-up: the account goals added up.
Net-new (planned)
$0
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 — 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.
Company monthly distribution share of the annual target per month; the dollars follow the %
Jan$0
Feb$0
Mar$0
Apr$0
May$0
Jun$0
Jul$0
Aug$0
Sep$0
Oct$0
Nov$0
Dec$0
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 2026 so far + forecast |
|---|---|---|---|---|---|---|
| Avery Stone | — | $0 | $0 | — | no FY 2026 figure | |
| Jordan Blake | — | $0 | $0 | — | no FY 2026 figure | |
| Priya Nair | — | $0 | $0 | — | no FY 2026 figure | |
| Sam Okafor | — | $0 | $0 | — | no FY 2026 figure | |
| Total | — | $0 | $0 | $0 | — | vs $3.17M |
Reconciliation how the company target is built
- Existing book: the account goals added up (bottom-up)
- $0
- + Net-new: each rep's net-new added up
- $0
- + Gap still to plan (10 accounts need an owner or a goal)
- —
- = Company target
- —