Tables comparing goals with actuals using a count mechanism.

If you want to compare values between the tables you will need a relationship between the two. If it was me I would create the Goals table as the parent and the transactions as the child. Then summarize up the transactions for each type to the goals table. Then create formula numeric fields on the goals table to calculate the diiference between the goal values(parent) and the transaction(child) values. You could even create a table above the Goals table to stand as a totals table for all agents goals vs transactions.