How are you tracking?

Description

This dashboard displays progress towards a client's goals. More specifically, the progress at a point in time rather than the ultimate end point. That is, it indicates whether the client is on track to achieve a goal or not compared to the projected value as at today. 

Clicking on a goal in the dashboard will show additional details about the goal and it's progress. 

Displays

Ahead of Target

• Current net value of all accounts linked to the goal are shown in the top left. 
• White bar indicates where the net account values were forecast to be at this point in time. 
• Green bar indicates current value. 
• x-axis does not necessarily represent final target, as there may not be an end target as is the case for retirement funding. 
• If a goal does not have any projections associated with it, it will not appear in the dashboard, except for certain cases where the goal status is set to 'Achieved' as detailed below. 

Behind Target

• Current net value of all accounts linked to the goal are shown in the top left. 
• White bar indicates where the net account values were forecast to be at this point in time. 
• Red bar indicates current value. 
• x-axis does not necessarily represent final target, as there may not be an end target as is the case for retirement funding. 
• If a goal does not have any projections associated with it, it will not appear in the dashboard, except for certain cases where the goal status is set to 'Achieved' as detailed below. 

Achieved

• These are goals with their status set to 'Achieved'
  
• The value shown depends on the data associated with the goal and will be, in order of precedence:
  1. Target amount specified for the goal
  2. The net value of all associated accounts, immediately before the goal's achievement date
  3. The net value of all associated projections, immediately before the goal's achievement date
• Achieved goals will not be displayed in the following scenarios (although they will still show on the 'Achievements' dashboard):
  • The goal has no target amount and no achievement date. 
  • There are no projections associated with the goal