How Annual Goal Projections Work
Published · Updated
Agency Edge automatically projects your year-end totals based on your current pace. These projections appear beside each goal on the Annual view of the Goals window, opened with the Goals button on Home, and help you plan adjustments throughout the year.
The Formula
The projection formula is straightforward:
(YTD actuals ÷ days elapsed this year) × days in the year
This calculates your daily average and extrapolates it across the full year. It counts calendar days, today included, and assumes your current daily pace continues for the remaining days.
The month-end projection on Home is worked out differently. See Goal pace and the wins on Home.
Example
Through March 31 (day 90 of a 365-day year), you've written 83 auto sales. Your daily average is 83 ÷ 90 = 0.92 per day. Projected annual total: 83 ÷ 90 × 365 = 337. If your goal is 600 auto sales for the year, you're projected to hit 337 — well behind the target.
On Pace vs Behind
- If your actual so far ≥ the pace mark → green "↑ On Pace" badge. The pace mark is the goal multiplied by the share of the year's business days that have passed. It is the small marker on each bar.
- If your actual so far < the pace mark → red "↓ Behind" badge. You have written less than the year so far calls for.
The projected figure has its own color: green when it is at or above the goal, red when it is below. Net Gain/Loss is the exception. Its badge reads "On Pace" when the projected figure reaches the goal and "Behind" when it does not.
Why Projections Change
A strong month bumps your projection up. A weak month drops it. Totally normal — projections are a snapshot of your current pace, not a guarantee of where you'll end up. Think of it as a speedometer: it tells you where you'll be if you maintain your current speed.
Tip. Projections are most accurate after Q1 (March or later). In January with only one month of data, a single great or terrible month can make projections look extreme. By April, the numbers smooth out and give you a much more realistic forecast.
Using Projections for Planning
If you're behind, use this formula to calculate what you need:
(annual goal − YTD actuals) ÷ remaining months = required monthly production
Example. Your goal is 600 auto sales. Through March, you have 83 actual sales. You need 600 − 83 = 517 more sales in the remaining 9 months. That's 517 ÷ 9 = 57.4 auto sales per month. Share this concrete monthly target with the team so everyone knows what's needed.