What is happening
Owner annual production goal is configured at $1,750,000 with current result $2,118,486.
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Goal Drilldown
Owner annual production goal
Import completed production history before using annual goal pacing as a final performance measure.
Current value
$2,118,486
Target
$1,750,000
Variance
$368,486 above goal
Recommended Next Action
Import completed production history before using annual goal pacing as a final performance measure.
Why it matters
Kay uses this target to decide whether a signal is urgent, recoverable, or safe to monitor.
Success measure
Goal target is reviewed, edited if needed, and tied to an owner-ready action.
Relevant SOP
Practice Blueprint Review
Data source and confidence
Practice Blueprint + completed production export when available / Partial: source records available
Take action
Every queue change opens a preview first.
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Create task
Assign owner
Mark reviewed
Intentional / N/A
Dismiss with reason
Escalate
Likely Contributors
Period: Annual
Clinic: Charles City
Provider: Practice-wide
Missing Data
No missing field blocks this workflow.
Configured value
$1,750,000
Current result
$2,118,486
Variance
$368,486 above goal
Period
Annual
Clinic
Charles City
Provider
Practice-wide
Last updated
Stored in active Practice Blueprint
Edit action
Open Practice Blueprint and save changes
Underlying Records