Goal pace and the wins on Home
Updated
Home turns the month's goals into a sentence, a pace chip, a projection and a list of wins. Here is the rule behind each.
For the layout, see A tour of Home.
The goal sentence
The sentence under the month counts policies against every product line's monthly policy goal added together.
- This month: "Your team is on pace to finish October at 207 policies — ahead of your 200 goal and up from 198 in September." It reads "short of" when the projection is under the goal and "down from" when it is under last month. A half with nothing to compare is left out.
- A finished month: "Your team beat September's 190 policy goal" or "came up short of" it. With no goal: "Your team finished September with 198 policies".
- No sales: "No sales logged yet this month — ready when you are."
The pace chip
POLICIES and PREMIUM each show a chip when the month has a goal: "✓ Met" once the total reaches the goal, "● On Pace" at or above the pace mark, "↓ Behind" under it.
The pace mark is the goal times the share of the month's business days gone, counting today and skipping days the office is closed. For an office open Monday to Friday, six of 22 have gone on October 8, 2026, so a goal of 200 puts the mark at 54.5: 55 policies is on pace and 54 is behind.
The projection
"Projected 207 by month end" blends two daily rates:
- This month's: the total so far divided by the business days gone.
- The office's average: the total of the twelve completed months before this one divided by their business days, leaving out months with no policies.
The weight on this month is the business days gone divided by 15, never more than 1. The blend is multiplied by the month's business days. On the sixth business day the weight is 40%: 60 policies so far is 10 a day, an average of 9 a day makes the blend 9.4, and 9.4 times 22 is 207.
From the fifteenth business day, or with no earlier months on file, the projection uses this month alone. Premium is blended the same way.
The highlighted win
Under the totals, one card carries the month's headline win. Home takes the first of these that applies:
- Goals met in a row: "All product goals hit 3 months in a row — Jul, Aug, Sep".
- An office record: "Office best month ever". It takes 20 policies and must beat every earlier month.
- A person's best month: "Ada Lovelace's best month ever — 31 policies".
- A product's best month of the year: "Best Auto month this year — 96 policies".
- A product goal met: "Auto goal hit — 60 of 55".
- A selling streak of three business days or more: "Carl Sagan is on a 5-day streak".
The months-in-a-row card counts back from the month before the one on screen and stops at the first month the combined policy goal was missed. It needs two months inside the current year, so it first appears in March. "All product goals hit" means each of Auto, Fire, Life and Health with a goal met it every month; otherwise it reads "Total policy goal hit 3 months in a row". Its second line reads "Oct is on track for 4." while this month is on pace.
The chips
Up to ten wins are kept, and those not on the card become chips: records in blue, product goals met in green, the rest in a paler blue. The rest include "Office big day — 9 policies" for the busiest day once it reaches five policies, more streaks and year-to-date milestones. A big day is never the card.
Production by product
A card reads "✓ Goal hit" once the product's policies reach the month's goal. Until then it reads "● On Pace" or "↓ Behind", against the month's goal times the share of business days gone: the same mark the cards above use.
What the numbers mean
- "/ 200 goal" is the month's goal across all product lines.
- On a finished month the chip is "✓ Met" or "↓ Behind", and "+12 ahead" or "8 behind" is the distance from the goal.
Frequently Asked Questions
Why does the chip say Behind when the projection is above the goal?
The chip compares today's total with the pace mark. Early in the month the projection leans on the office's average, which can lift it past the goal.
Does the months-in-a-row card count the current month?
No. It counts finished months before the one on screen.
Why did the months-in-a-row card change after we edited a goal?
Finished months are judged against today's goals, and changing a yearly goal changes every month's share.