Approve and review the quarter

In the quarter bar, select Approve quarter.

You should see Cypress ask Approve Q4 2026? and say Review will compare what happens against this plan.

Select Approve, or Cancel.

You should see the quarter bar name the approval, for example Approved Oct 3, and its button read Approved. After you change the plan, it reads Approved Oct 3 · 4 changes since and the button reads Re-approve.

Open the Review tab.

You should see Planned vs actual at the top.

Read the cards for the units, the budget and each target.

• Units: a card with the percent of the goal you bought, a chip that says where it stands (25 short, Rest in closing, Met or +2 over), the sentence (12 of 40 bought · 3 in closing) and a bar. Meeting or beating the goal is green. Short counts the vehicles with no purchase and no closing behind them, the same number the Targets tab shows: 40 planned, 12 bought and 3 in closing leave 25. When everything still missing is in closing the chip reads Rest in closing: nothing is short, and it is not Met until those closings complete.
• Budget: the same card for what you spent on completed purchases, with $845,000 left or, past the budget, $153,000 over budget in amber: spending more than planned is never shown as a success.
• Each target: how many it planned against how many it filled, with the same chip. A target you removed after approving shows removed after approval.

A bar past its plan keeps a dark mark where the plan ends and draws the rest beyond it, lighter, so 20 of 18 reads as over, not as a bar that stopped at full.

You should see a chip on each card that says where it stands: 25 short, Rest in closing, Met or +2 over.

Read Changes since approval.

Changes since approval lists what moved, in plain words, such as RAV4 XLE: quantity 4 → 6, Added Chevy Malibu or Budget $600,000 → $650,000. Until the quarter is approved, the tab says Approve the quarter to compare what happens against your plan. and offers Approve quarter.

You should see each change on its own line, in the words of the plan.

Read Week by week, and point at a week.

Under Week by week it draws running totals for the quarter on one chart:

• Planned, a dashed line: the units your targets need, by the week each is needed. It runs across the whole quarter.
• In closing or bought: every purchase counted from the week its closing started.
• Bought: only the purchases that are complete, with a dot at each week.

A dashed This week line marks where you are, and the purchase lines stop there. The quarter's own first and last day are marked with a solid line each, labelled Quarter starts Oct 1 and Quarter ends Dec 31, and the quarter between them is shaded. The chart is drawn by calendar week, so its first and last week run outside the shaded band; the table under the chart says which week holds each edge. A Sequoia mark on a week shows the Sequoia items you took up, or that were completed, that week. Point at a week to see its numbers: what was bought that week and in total, what was planned by then, and what went into closing. A table under the chart gives each week Planned (running), In closing (this week), Bought (this week) and Bought (running total), with those decisions beside them; a week with purchases opens, with the arrow beside its number, to list each one: the vehicle, its price, the target it filled (or Outside the plan), whether it is bought or in closing, and the day its closing started. A future quarter shows the plan only.

You should see the chart with its three lines and, under it, the table with a row for each week.