Office goal setting
Managers can define office goals for the supported measures and periods.
Goals and reporting
Track goals and review team performance.
Set office goals, follow personal and office progress, and use purpose-built reports across calls, quotes, leads, transactions, and AMS work.
What you can do
Goals and reporting features at a glance
The relevant customer, office, task, or transaction details stay with the work.
Progress and projections
Review the personal or office goal view made available to your user type and role.
Operational reports
Search and analyze calls, quotes, leads, e-sign, transaction queues, and AMS to-dos.
How it works
A simple three-step process.
The exact options depend on your role and the record you’re working on.
- 01
Choose your filters
Choose the office, user, date range, or status required by the report.
- 02
Check what the numbers mean
Confirm what the count, total, projection, or status represents.
- 03
Act on the result
Return to the relevant work queue or customer record to complete follow-up.
Before you start
What to check first
Who can use this area?
What you can use depends on your account type, role, office access, enabled services, and sometimes the record’s current status. The Help guide lists the usual roles, but your administrator controls access.
What should I verify before saving?
Confirm the person or record, office, date or reporting period, current state, and the effect described by the button or confirmation. For customer and financial actions, verify the destination or amount as well.
What if the page and Help guide disagree?
Don’t try to work around the page. Note what you see and send support the page, action, time, exact message, and a screenshot with sensitive information removed.