This topic describes the information about Goal Overview screen. Using this option, the user can view the details of the selected goal.

The screen displays the details such as the current amount in the goal, maturity date of the goal and the graph displaying the current achievement in percentage with respect to the goal amount set.

The user can also view all the transactions under the Activities section that have taken place regarding a goal and that have been performed on an active or open goal.

Navigation Path: Perform anyone of the following actions.

To view the goal details:

1. Click on the goal whose details you wish to view.

   The Goal Overview screen appears.

2. From the Goal list, select the goal whose details you wish to view.

   The details of the selected goal are populated on the screen.

   Figure 6-2 Goal Overview

   
   

   
   Description of "Figure 6-2 Goal Overview"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 6-2 Goal Overview - Field Description

   Field Name	Description
   Choose a Goal	Select a goal whose details you wish to view.
   Amount Achieved	The current amount in the goal account.
   Goal Amount	The target amount of the goal.
   Percentage Achieved	The graph displaying the percentage of goal achieved.
   Activities	All the transactions that have taken place in relation to the goal will be listed down as follows:
   Date & Description	The date on which the transaction was performed. Details of the transaction such as remarks entered by user. Example: The account number from which funds have been transferred to credit the goal etc.
   Paid With	Type of transaction that was performed i.e. credit or debit. It also displays the system generated reference number of each goal transaction will be displayed against each transaction record.
   Amount	The amount that was credited or withdrawn along with the currency, is displayed.
   Goal Details	Information specified in below fields are related to goal details
   Goal Image	Displays the image of the goal.
   Goal Name	Displays the name of the selected goal.
   Goal Amount	Displays the target amount of the goal.
   Maturity Date	Displays the date on which the goal will be completed.
   Created On	Displays the date on which goal was created.

You can perform following goal related transactions:

• From More Actions:
  • Withdraw Goal Amount to redeem the goal.
  • Contribute to Goal to contribute to the goal.
• Click Edit Goal to modify the goal details.