Entering a Target
Click a cell, type a figure into the popover that opens beneath it, and watch the totals move. The task that fills a plan.
A target is one row's figure for one period — one cell. Filling a plan is this task repeated.
The Task
The cell you clicked is outlined, and a small editor opens directly beneath it. Its header names the row and the period, so you always know which figure you are typing.
On a Quantity × Rate plan there are two fields — Quantity, then the rate. On an Amount plan there is one. Fields take digits and a decimal point; the keypad on a touch device opens in decimal mode.
The foot of the editor shows Value — quantity × rate on a Quantity × Rate plan, the amount itself on an Amount plan — updating as you type. It reads an em-dash until the result is above zero.
Click anywhere outside the editor to close it, or click the next cell — clicking the same cell again closes it. There is no OK button; the figure is already in the grid.
Everything so far lives on screen only. Press Save Changes to write it. See Saving a plan.
The Two Editors
| Plan type | Fields | Rate label |
|---|---|---|
| Sales | Quantity, Rate, Value | Rate (price per unit) |
| Purchases | Quantity, Rate, Value | Rate (cost per unit) |
| Production | Quantity, Rate, Value | Cost per unit |
| Expenses | Amount, Value | — |
| Cash Flow | Amount, Value | — |
| Payroll | Amount, Value | — |
As You Type
Three figures move together with every keystroke:
- the cell itself, showing the computed value;
- the row total on the right;
- the period total at the foot of that column, and the grand total in the corner.
They are computed from what is on screen, so they show you the plan you are building — not the plan that is saved.
A plan is not a single figure spread evenly. Plan 120 units in January and 140 in March; plan one rate early in the year and a higher one later; leave a period out entirely. Each cell holds its own quantity and rate.
The rate you type is what you expect to charge or pay. It is not read from the item's price list, and it is not the weighted average cost inventory holds. Actual figures come from posted documents when you open the plan's Overview — and the Overview shows the average unit price you actually achieved beside the one you planned.
A cell left empty, set to zero, or with quantity and rate both zero is skipped when you save. To plan "nothing in this period", leave the cell empty — that is what an em-dash means.