Facilitate a focused discussion of funding goals with your client.
Select up to three Target-Maps with the ability to modify basic Target-Map assumptions.
Switch to full edit mode: click the elipsis or directly on the funding graphic.
Remove or add other Target-Maps as desired from the Comparison view.
View the Members that have an active desire that are listed on the What you want page.
Identify the desired baseline or target Target-Map by clicking a target icon.
Please note: the Comparison view cannot be electronically generated. Electronic reports will generate the Summary page.
Enter Comparison mode from an individual Target-Map.
Note: this feature may not be immediately available for all users and will continue to roll out as compliance requirements are met by various organizations.
Want an overview? Need a refresher? Why not attend free training? Click here to reserve your spot.
5/2024