Planning

The Planning module lets you set volume, unit, or revenue goals for your company or individual loan officers and track progress in real time.

Overview

Planning bridges the gap between targets and results. You define what you want to achieve — a certain funded volume, a number of closed loans, or a revenue target — and the system tracks actual production against those goals, showing progress percentages and pace indicators.

Goal Types

Metric Types

Goals can track one of three metrics:

Metric Type	What It Measures	Example
Volume	Total funded loan amounts	”$10,000,000 in funded volume this quarter”
Units	Number of funded loans	”15 funded loans this month”
Revenue	Total broker compensation	”$200,000 in revenue this year”

Period Types

Goals operate over one of three period types:

Period Type	Description
Monthly	A single calendar month
Quarterly	A three-month quarter
Yearly	A full calendar year

Each goal has explicit start and end dates, so you can define goals for any custom period within these types.

Creating a Goal

To create a goal, navigate to Analytics > Planning and click the button to add a new goal.

Goal Fields

Field	Description
Employee	Optional. If set, the goal tracks a specific loan officer’s production. If left blank, the goal tracks company-wide production.
Metric Type	Volume, Units, or Revenue
Target Value	The numeric target (e.g., 10000000 for $10M volume)
Period Type	Monthly, Quarterly, or Yearly
Period Start	The start date of the goal period
Period End	The end date of the goal period
Active	Whether the goal is currently active. Only active goals appear in the progress dashboard.

Tracking Progress

Active goals display progress tracking with the following information:

Progress Metrics

Metric	Description
Employee Name	The loan officer’s name, or blank for company-wide goals
Metric Type	Volume, Units, or Revenue
Target Value	The goal target
Current Value	Actual production so far (funded loans within the goal’s date range)
Progress %	Current value as a percentage of the target
Period	The goal’s start and end dates
Pace	Whether the team/LO is ahead, on track, or behind

How Current Value Is Calculated

The system queries all funded loans within the goal’s period and for the specified employee (if set):

• Volume goals — Sum of loan amounts for all funded loans in the period
• Units goals — Count of funded loans in the period
• Revenue goals — Sum of broker compensation for all funded loans in the period

Pace Indicator

The pace indicator compares progress against the calendar:

Pace	Condition	Meaning
Ahead	Progress % is more than 5 percentage points above the elapsed time %	Production is ahead of schedule
On Track	Progress % is within 5 percentage points of the elapsed time %	Production is roughly on pace
Behind	Progress % is more than 5 percentage points below the elapsed time %	Production is falling behind schedule

For example, if 50% of the goal period has elapsed and progress is at 60%, the pace is “ahead.” If progress is at 40%, the pace is “behind.”

Managing Goals

Editing Goals

Goals can be updated at any time. You can adjust the target value, change the period, or reassign to a different employee.

Deleting Goals

Goals can be deleted when they are no longer relevant. This permanently removes the goal and its tracking data.

Activating and Deactivating

Toggle the Active setting to control whether a goal appears in the progress dashboard. Deactivating a goal hides it from the main view without deleting it, which is useful for completed or paused goals.

Common Goal Configurations

Scenario	Configuration
Company quarterly volume target	No employee, Volume, Quarterly, target = $25,000,000
Monthly units target for a specific LO	Employee = the LO, Units, Monthly, target = 8
Annual revenue goal for the company	No employee, Revenue, Yearly, target = $2,000,000
Monthly volume target for all LOs	Create individual goals per LO, Volume, Monthly