Planit:Modular Goal Results
|Learn by Watching!|
|Learn by Reading!|
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.
In the above case the client’s can’t quite achieve their goal of $60,000 after tax spendable income. This calculation helps to identify how big their problem is. Achieving 99% of the goal is a small problem. Achieving 33% of the goal is a big problem!