The Goals card on your business overview turns a yearly target into a running verdict: ahead of pace, on track, slightly behind, or behind, updated against your funded numbers each time you load the page.
When You'd Use This
Set a goal at the year's start, or anytime you want a number to measure against. It's useful mid-year too: BrokerPlus compares funded numbers to where the curve says you should be today, not a flat fraction of the year elapsed, so a goal added in August still gives an honest read.
Set A Book-Wide Goal
Go to Business and find the Goals card, then select Add Goal.
- Choose what to track: Funded Volume, Deals Funded, or Commission.
- Enter your target for the current calendar year.
- Choose how to spread it: Evenly Across The Year or Weighted For The Busy Season.
- Select Set Goal.
The evenly-spread curve expects a flat share of the target each month; the seasonal curve weights later months more heavily, so being behind in February reads less badly than in November. The goal always runs January 1 through December 31 of the current year, with no custom window on this card.
Reading The Pace Line
Each goal shows a bar with a tick mark for today's pace, a plain-language status ("Ahead of pace", "On track", "Slightly behind", "Behind pace"), and a sentence explaining the gap. If you're short, BrokerPlus estimates how many average deals would close it. Within 85 percent of target, the card adds a nudge that one more deal could get you there.
Setting A Target For One Lender
Select By Lender on the Goals card to open a separate modal. This isn't a filtered view of the same goals; it's a distinct kind, a lender status target. Lenders like RBC, Scotiabank, or B2B Bank run volume-based status tiers, and each row shows your year-to-date funded volume next to your target. A lender you haven't funded yet still gets a row once you set a goal, so you see the gap before the first deal closes.
Select the pencil icon on a lender row to set or edit its goal. This form asks two things the book-wide goal doesn't: Volume Needed, the target for that lender, and Status Tier, a free-text field for the tier name (for example, "Platinum"), since BrokerPlus doesn't know each lender's program names. A lender goal is always measured in funded volume and runs year-to-date; there's no metric or curve choice, since the point is comparing against the lender's own production, not a pacing curve.
Select the trash icon on any goal row, book-wide or by lender, to remove it immediately.
What To Watch Out For
- A book-wide goal and a lender status target look similar but answer different questions. The book-wide card only shows goals with no lender attached; a scoped goal lives only in the By Lender modal.
- The lender modal reads year-to-date figures regardless of any date filter set elsewhere, so it won't match a custom period on the Finances overview.
- Switching a goal's curve mid-year changes what "on pace" means going forward; it doesn't rewrite history.
What to Do Next
- Read Your Finances Overview to see the funded numbers your goals are measured against.
- Read Your Lender Mix for the full picture of where your volume is coming from before setting a per-lender target.
- Read Your Business Performance for the broader view your goals sit inside.