Use Goals to review the goal results shown for the open Financial Insights scenario.
Read the screen
Open Financial Insights and confirm Current Scenario.
Open Goals.
Read the goal type and the exact status shown, including On Track, Off Track, or Funded % where available.
Compare the displayed target and projected result where the screen provides both.
If the result is unexpected, confirm the goal inputs and open Details to trace the relevant years before changing the plan.
Interpret the visible labels carefully
On Track and Off Track are product status labels for the selected scenario. They are not guarantees or suitability conclusions.
Funded % is the displayed value for the selected scenario. Do not reverse-engineer it or present a universal threshold.
A changed label can follow changed client information, assumptions, sliders, toggles, or goal inputs. It does not by itself identify the cause.