The goals that have been established throughout this process are displayed on the Strategic Objectives Chart.  These objectives are automatically imported into the chart based on information you entered previously, but you can add as many objectives as you would like, by using our Add Row feature.

A wide variety of graphs and charts are available from within the Strategic Objectives chart that will help to keep your Credit Union staff and Board of Directors aware of the progress the credit union is making towards achieving its business plan.  

For example, from the Strategic Objectives chart, you can access Goal Tracking sheets that track the credit union's monthly progress towards the strategic objectives (goals) set in the Insight Planning Software.  You can access the goal tracking sheets by selecting one of the GRAPH buttons to the right of the goals on this sheet. 

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For example, this sheet tracks Objective 1, the loan growth and average loan balance goal.

In each of the goal tracking sheets (sheet tabs G1 through G4) by default, the program assumes a steady monthly progress towards the goal, however you're able to change the monthly goals leading to the end of the year goal.  So, if the credit union has low loan demand in January and February, but then loan demand is high in March, you are able to adjust the monthly goals to reflect the trends that are anticipated.

Notice the yellow highlighting? This displays the current month's information and will move as you advance to new months during the year.

Within each of the goal tracking sheets there is a Project button and a Reset button.

The Project button will lead you to a project tracking sheet.

The Project Tracking sheet is simply a memo area for you to write notes about the projects you are doing to help achieve each goal. This sheet will become more functional in future releases.  The Project Tracking sheet can be formatted in any way you want, there is no protection on these sheets.  Just like the Goal Tracking sheets, there is a separate project tracking sheet for each of the Strategic Objectives.

When the Reset button is selected the monthly goals will revert back to the default of the steady monthly goal progression, so if you modify the monthly goals, handle this button with care!