What is Plan Accuracy?
Plan Accuracy is a score that shows how well your financial plan is set up. t’s based on the Coach alerts that are currently active in your scenario.
Where do I find Plan Accuracy?
Plan accuracy is available on your Overview and Coach
What are the Highlights and Benefits of the new Plan Accuracy enhancement?
Plan Accuracy helps you quickly understand where your plan might need attention and gives you a clear way to track your progress as you refine your scenarios.
Scenario-specific: Each scenario has its own plan accuracy score. When you’re working in a scenario, the system looks at the active Coach alerts in that scenario to calculate your score.
Real-time updates: Both Coach alerts and plan accuracy update instantly as you make changes. Each time an alert is evaluated, the score is recalculated so you always see the most up-to-date measure of your plan setup.
Coach alerts drive the score: Plan accuracy is not an arbitrary number—it reflects how many alerts are active and how significant they are to your plan. As you resolve alerts, your plan accuracy improves.