What is the On Target / Off Target dropdown?

The on-target / off-target dropdown is a filter available within the Review module.

Selecting Off-target will filter out clients that are red (i.e. off-target) for any of the following metrics:

  • Total likelihood (less than the target set as the preference)
  • Essentials likelihood (less than 95%)
  • Essentials met in the worst year (<100%)
  • Essentials adequacy (<100%)

Selecting On-target will filter out clients who are green, and who meet or exceed these metrics.