Tracking Client Progress

In addition to the option siran.taylor has covered off there are a number of ways to track clients progress.

Within Portfolios, provided you have completed portfolio progress with targets, you could use progress charts and tailoring the report options to your needs.  For example, you could use the Portfolio Progress chart. With the following settings:

This would allow you to display the client's progress year on year against a goal value.

Transaction reports can be used in conjunction with the progress charts to show all the ins and outs and give you a comprehensive view.

You can, link existing, or create new goals from within portfolios, this enables value from the client's portfolio to be allocated to the applicable goal.  For more detail refer to the Iress Community (Help-Guide-Xplan)

We would be interested in your feedback on the Lifestyle Goals, when used in Review Mode.  This tool allows you to compare a previous projection (at least 9 months old) to the client's current position. On the key charts, you will now have two Net Assets projection lines, the original projection in red, and the new updated projection in blue. For the current projection, years up to the current year will show the actual net assets position for each year based on inputs made each year, and future years will show the outcome of the new projection. For more detail refer to the Iress Community (Help-Guide-Xplan/XTOOL-Lifestyle-Goals)

If the above options are not giving you the solution you are looking for, we are keen to hear your requirements and desired outcome. (edited)