The Planner Home
Every plan for a year in one list, four portfolio cards above it, and the filters that decide what you are looking at.
Navigate to: Planner. This is the landing page for the module — the portfolio view. Everything else in the Planner is reached from here.
The Four Portfolio Cards
| Card | What It Counts |
|---|---|
| Active Plans | Plans whose period contains today, for the selected year and module. The sub-label adds how many are upcoming and how many are past. |
| Total Target | The sum of every target line on the plans that match the year and module filters. The sub-label names the year, and the module when one is selected. |
| Attainment | Actual as a percentage of target across active plans, with the two figures beneath it. Reads an em-dash when there are no active targets. |
| Plans At Risk | How many active plans sit below 50% attainment. Reads "Everything on track" at zero. |
Total Target follows the year and module filters and counts every plan those filters return — active, upcoming, and past alike. Attainment and Plans At Risk are computed only from active plans: top-level plans whose period contains today. A plan linked as a sub-plan of a P&L plan is not counted in either of those two.
Filters
| Control | Options | Effect |
|---|---|---|
| Year | Last year, this year, next year | Returns plans whose period overlaps that calendar year. Fetched from the server. |
| Status | All · Active · Upcoming · Past | Filters the list already on screen, by comparing the plan period with today. |
| Search | Free text | Matches the plan name or its module. Filters the list on screen. |
| Sort | Newest first · By period start · Best performing · Needs attention | "Best performing" and "Needs attention" order by attainment; plans with no attainment figure sort last and first respectively. |
| Module pills | All Modules · Sales · Purchases · Expenses · Production · Payroll · Cash Flow · P&L | Fetched from the server. All eight pills are always shown, including types you have no plans for. |
A line above the list reads "Showing n of m plans" so you can see when a filter is hiding something.
A Plan Card
Each row is one plan and opens its page. The card carries:
- The plan name, a module badge, and a status badge.
- The period dates, the grid-column type, the number of rows (items, accounts, or employees), the number of periods, and a relative reading of the period — "42 days remaining", "Starts in 12 days", "Ended 30 days ago".
- For a plan that has targets and is currently active: a progress bar, actual against target in compact form, and the attainment percentage.
Status badges on the home
| Status | Meaning |
|---|---|
| Completed | The period has ended. Shown regardless of attainment. |
| Upcoming | The period has not started yet. |
| Exceeded | Active, 100% attainment and above. |
| On Track | Active, 80% to 99%. |
| At Risk | Active, 50% to 79%. |
| Behind | Active, 1% to 49%. |
| No Activity | Active, 0% — targets set, nothing posted against them yet. |
| Active | The period contains today but no attainment figure was returned for the card. A P&L plan and its linked sub-plans read this way. |
Empty States
- No plans at all for the year — "No plans for 2026", an explanation of what a plan is, and a Create your first plan button.
- Plans exist but the filters hide them all — "No plans match your filters" and a Clear filters button that resets module, status, search, and sort together.
Header Actions
Three buttons sit at the top right: Excel and PDF, which export the portfolio, and New Plan. See Exporting the portfolio and Creating a plan.
A banner appears above the cards when the business holds targets that were created before plans existed. See Migrating legacy targets.