A best practice when running needs-based analyses using Target-Map Reports is to illustrate variations of a particular scenario. This allows the client or prospect to see what a goal or event would look like if different variables were applied. (Examples may include: changing growth rate, changing COLA, pushing back age of retirement, saving more each month to fund a child's education goal.)
​
Instead of re-creating each new Target-Map with alternate variables from scratch, you can quickly clone and edit any existing Target-Map by following the steps below:

1. Navigate to the Target-Map Summary page or open a specific Target-Map Report.

2. Click the "Clone" icon found in the actions menu (3-dots) to the right of the Target-Map Report you wish to duplicate. A copy will be created immediately. "Copy" will be part of the title.

3. Double-click the title of the copied Target-Map to change the name of the Target-Map. Single-click the title to change the parameters to the new scenario.
​

We recommend you change the title of the Target-Map to reflect the scenario. Clicking "Settings" from the actions menu will also provide this option.

Here's an example of a Target-Map and its clone demonstrating a scenario appropriately named.

Want an overview? Need a refresher? Why not attend free training? Click here to reserve your spot.

5/2025