Set revenue targets and drawings strategy
Reads the modelled scenarios and decides revenue targets, savings goals, buffers, and salary/drawings strategy for the year.
In / outModelled income scenarios + personal financial context → revenue targets + drawings strategy for the period
You might say…
“I have the numbers — now I need to decide what I'm actually aiming for and how to pay myself.”
What it does
Reads the modelled scenarios and decides revenue targets, savings goals, buffers for irregular income, and salary/drawings strategy for the year. Used in the annual or quarterly planning pass — the judgement call on what the practice should aim for.
Trigger: Use in the annual or quarterly planning pass to set financial targets and drawings strategy.
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