How Annual Goal Projections Work
AgencyIQ automatically projects your year-end totals based on your current pace. These projections power the On Pace / Behind indicators on your dashboard and help you plan adjustments throughout the year.
The Formula
The projection formula is straightforward:
(YTD actuals ÷ months elapsed) × 12
This calculates your monthly average and extrapolates it across the full year. It assumes your current monthly pace continues for the remaining months.
Example
Through March (3 months elapsed), you've written 83 auto sales. Your monthly average is 83 ÷ 3 = 27.7 per month. Projected annual total: 27.7 × 12 = 332. If your goal is 600 auto sales for the year, you're projected to hit 332 — well behind the target.
On Pace vs Behind
- If projected total ≥ goal → green "On Pace" badge. You're on track to meet or exceed your annual target.
- If projected total < goal → red "Behind" badge. At your current pace, you'll fall short of the goal.
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.
Last updated: 2026-04-22