Plan goal:
Your plan goal represents what you want to achieve during the plan period. It is not only set on revenue but all the way through your funnel.
Your plan goal is set from the Assumptions tab.
- Plan goals are visually represented in your graphs as a pink line.
- A Plan goal is in fact a number of plan goals that are set for each key metric in your GTM engine, including each combination of segments of your key metrics - each key metric you have modeled in your GTM engine will have a Plan goal - you can see this in the details view for any metric in the Swimlane view or Data flow view in the Growblocks app.
- Plan goals are set for both Volume metrics (e.g. Leads, Opportunities) and Processing metrics (Conversion Rates and ACVs), as well as for every dimension included in your model, based on the rolling average leading up to the projection date
- The calculation of your Plan goals is based on your baseline (including any overrides) plus assumptions.
- Plan goals are not impacted by new initiatives or changes in people.