The Plan Summary
The band at the top of a plan's Overview — the attainment ring, the headline figures, and the Target vs Actual chart.
Before the period-by-period detail, a plan opens with a single answer: how is the whole plan doing?
The Ring
A ring on the left shows the plan's overall attainment with the percentage in the middle. It takes its colour from the same five-band scale as everything else in the Planner — purple at 100% and above, green from 80%, yellow from 50%, red below. The ring fills to 100% and stops; the number keeps counting past it.
The percentage is value actual ÷ value target across every period and every row.
The Figures Beside It
| Figure | Shown on | What it is |
|---|---|---|
| Revenue | Sales, Purchases, Production plans | Actual value across the plan, with the target beneath. Labelled "Revenue" on every Quantity × Rate plan, including cost-side ones. |
| Amount | Expenses, Cash Flow, Payroll plans | Actual amount across the plan, with the target beneath. |
| Quantity | Quantity × Rate plans with a unit target | Actual units against target units. |
| Avg Price | Quantity × Rate plans | Actual value ÷ actual units, with the planned average beneath it — an em-dash until units have been posted. |
| Periods | Every plan | How many periods the plan has, and how many are done, active, and upcoming. |
It separates the two ways a plan misses. Units below plan with the average price on target means a volume problem. Units on plan with the average price below means discounting. Both short means neither hypothesis on its own explains it.
Target vs Actual by Period
A bar chart appears beneath the summary once the plan has more than one period. Each period gets a pair of bars.
| Bar | Colour | Meaning |
|---|---|---|
| Target | Light blue | The target for that period. |
| Actual — met | Green | Actual reached or beat the target for that period. |
| Actual — below | Orange | Actual fell short. |
| Either bar, muted grey | Grey | An upcoming period. The target bar is drawn muted and the actual bar has no height. |
The current period's label is picked out in the brand colour and set in bold, so you can find "now" at a glance. Hovering a pair shows the period label with both figures.
A plan is created in the business currency and every figure on the page — cards, chart, breakdowns — is shown in it. There is no per-row currency.