Goals that Seed

Describe the goal, enter the annual value and the year, and choose where to seed it: a growth funnel in the CRM and/or the budget lines.

Turns an annual goal into a growth funnel in the CRM and budget lines. — this is the role of the "Seeding goals" screen within the platform.

When you check "Seed into budget", the screen asks for the financial category where the goal's monthly installments will be posted — it is what decides in which budget line the goal appears. If no category is registered, the screen warns you, and the way forward is to register it in Finance before seeding. Without the budget checkbox checked, the category field does not even appear — it is only required when the budget destination is in play.

The funnel gains a target opportunity (monthly value = annual÷12); the budget receives the value distributed across the 12 months (the rounding leftover falls in December).

The two destinations are independent: create the growth funnel in the CRM (with a monthly target opportunity derived from the annual value) and/or seed the year's budget lines (12 months). Check one, the other or both — the "Seed goal" button executes only what is checked, and the result card lists item by item what was created, with direct links to open the funnel in the CRM and the budget in Finance.

The seeding creates new structures instead of overwriting: a growth funnel in the CRM with the monthly target opportunity and/or lines in the year's budget (12 months) under the chosen financial nature. At the end, the green result card lists exactly what was created, with shortcuts to open the funnel in the CRM and the budget — check there and adjust it like any normal record on those screens.