Planit:Introduction to the Results Screen

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Learn by Watching!

There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics. In this Video you will Learn... What do I enter on the Results Screen? • Final planning assumptions to frame calculations • Results tab - result of calculation • Certainty of outcome - likelihood of goal achievement • Planning alternative - create a surplus Keep on Track! Continue training on... Getting Started Results Screen Modular Planning Other Related Topics Assumptions and Notes Tab Modular Goal Results Planning Alternatives Certainty of Outcome Planning Alternatives Introduction to the Retirement Income Planning Report

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

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Results

Assumptions

The new Results window is the equivalent of the Results and Planning Alternatives from the previous Goal Calculators. On the <Results> screen you first have a few assumptions to set up for this specific goal on the Assumptions tab. To read more on the Assumptions Tab please click here.

On the <Results> screen you first have a few assumptions to set up for this specific goal on the Assumptions tab.

Results

The Results Tab is the same as it worked in the previous goal calculators. When you move from the “Assumptions” tab to the “Results” tab, the system will automatically launch the calculations to determine if the client has a surplus or a shortfall. In situations where the client has a shortfall, you’ll see how close they are to achieving their goal to the right where the “Percent of goal Achieved” is identified. A graphic can display the percentage of the goal achieved.

To read more on the Results Tab please click here.

Planning Alternatives

This Planning Alternatives Tab allows the user to do “what if” calculations and alter many of the assumption used in the analysis. To read more on the Planning Alternatives Tab please click here.

Note: If there is a surplus (the goal is achieved), then no Planning Alternatives are available or required.

The most commonly used report for clients is the “Client Summary Report”. It provides all the key details of the analysis, without becoming overwhelming for the client.