TruNorth AOP is an Annual Operating Plan tracker. Set yearly revenue targets per client, track actuals month-by-month, and know exactly where every relationship manager stands — all in one place.
No more "AOP_FY26_Final_v3_ACTUAL.xlsx". Every projection lives in one place with a full history of snapshots — one source of truth for the whole team.
Stop waiting for someone to "update the sheet". Actuals vs. targets update in real time, so you catch deviations the moment they happen — not weeks later.
Spreadsheets can't tell you which relationship manager is ahead of target and who needs support. TruNorth breaks performance down by person, by client, by month.
At the start of the financial year, set revenue targets for every client under each relationship manager. As the year progresses, layer in actuals month by month. The gap between plan and reality is always visible.
The variance dashboard shows exactly where actuals differ from targets — by client, by RM, by month. Green means ahead, red means behind. No interpretation needed. Act before small misses compound into big ones.
Every relationship manager has their own portfolio of clients. TruNorth shows exactly who's ahead of target and who's falling behind — the kind of clarity you need for performance reviews, incentive decisions, and resource allocation.