The problem
Goals live in a spreadsheet nobody updates, so you only learn you missed when the year is over.
01Targets set in January, forgotten by March
02No idea if you are ahead or behind today
03What-ifs are a weekend of spreadsheet work
What you get
Decide what counts as revenue, then watch the pace line
Define what counts
Earned, invoiced or received. Pick per goal, change any time.
Pace, not just progress
See where you should be today, not only how far you have come.
Split and spread
By product, client or month. Seasonal curves if your year is lumpy.
Scenarios side by side
Base, slip and upside, built from the same live data.
History
Every change to a goal is logged, with who or which agent proposed it.
Agents propose, you approve
The CFO suggests a revised target; nothing changes without you.
Try asking
Questions you can ask, answered from your data
Are we on track?
41% of the goal with 54% of the year gone. 13 points behind. Pipeline covers it if 3 of 7 proposals close.